Original filing (PDF)20251007113219NAL0002622531001

STUART W JOHNSON & CO., INC.

Name: STUART W JOHNSON & CO., INC. — STUART W. JOHNSON & CO. , INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STUART W JOHNSON & CO., INC.

Form 5500-SF

FILING_RECEIVED

STUART W. JOHNSON & CO. , INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

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 STUART W JOHNSON & CO., INC..

Plan sponsor

Name

STUART W JOHNSON & CO., INC.

EIN

39-1140985

Address

180 CIRCLE PARKWAY · WILLIAMS BAY, WI · 53191

Phone

(262) 501-2461

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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