Back to filter
Original filing (PDF)20250716120201NAL0001924371002
JOHNSON & TAYLOR
Form 5500-SF
FILING_RECEIVED
JOHNSON & TAYLOR SELF-EMPLOYED RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
4
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON & TAYLOR.
Plan sponsor
Name
JOHNSON & TAYLOR
EIN
37-0701748
Address
109 N MILL ST · PO BOX 497 · PONTIAC, IL · 617640497
Phone
(815) 844-7151
Industry
Law Offices· Professional & Technical Servicessee 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
2025-07-16
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
LAW OFFICES OF HOLMES, RICH AND SIGLER, P.C.
LAW OFFICES OF HOLMES, RICH AND SIGLER, P.C. 401(K) PLAN
$2.3M · 11 participants
MICHAEL J. LAMBROS, P.A.
MICHAEL J. LAMBROS, P.A. PROFIT SHARING PLAN
$2.3M · 4 participants
WEISSMANN ZUCKER EUSTER KATZ PC
WEISSMANN ZUCKER EUSTER KATZ PC 401(K) PLAN
$2.3M · 8 participants
GARY E. BASHIAN, P.C.
GARY E. BASHIAN, P.C. PROFIT SHARING PLAN
$2.3M · 9 participants
FALLON ASSOCIATES ATTORNEY AT
FALLON ASSOCIATES ATTORNEY AT 401(K) PROFIT SHARING PLAN & TRUST
$2.3M · 10 participants
FMS LAW GROUP LLC
FMS LAW GROUP LLC CASH BALANCE PENSION PLAN
$2.3M · 6 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B