Original filing (PDF)20250806074533NAL0007799042001

JOHNSON & ROUNTREE PREMIUM, INC.

Name: JOHNSON & ROUNTREE PREMIUM, INC. — JOHNSON & ROUNTREE PREMIUM, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: JOHNSON & ROUNTREE PREMIUM, INC.

Form 5500-SF

FILING_RECEIVED

JOHNSON & ROUNTREE PREMIUM, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON & ROUNTREE PREMIUM, INC..

Plan sponsor

Name

JOHNSON & ROUNTREE PREMIUM, INC.

EIN

33-0627073

Address

9245 ACTIVITY ROAD, STE 205 · SAN DIEGO, CA · 92126

Phone

(800) 578-3300

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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