How big is Johnson Wealth Management, LLC's plan?

Johnson Wealth Management, LLC's plan reported $2.2M in assets and 3 participants for 2024.

Original filing (PDF)20250711114853NAL0007303121001

Johnson Wealth Management, LLC

Name: Johnson Wealth Management, LLC — Johnson Wealth, Form 5500 (2024)
Creator: Johnson Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Johnson Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Johnson Wealth Management, LLC's Johnson Wealth Management, LLC 401(k) Plan held $2.2M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Johnson Wealth Management, LLC's EIN is 43-1972922.

EIN 43-1972922

Plan number 001

Plan year 2024

ACK ID 20250711114853NAL0007303121001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Johnson Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Johnson Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHNSON WEALTH MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score