Original filing (PDF)20240722113822NAL0017383200001

Johnson Wealth Management, LLC

Name: Johnson Wealth Management, LLC — Created FROM, Form 5500 (2023)
Creator: Johnson Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Created FROM Johnson Wealth Management, LLC Cash Balance Plan

Defined-benefit pension plan · Johnson Wealth Management, LLC's Created FROM Johnson Wealth Management, LLC Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

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

EIN 43-1972922

Plan number 002

Plan year 2023

ACK ID 20240722113822NAL0017383200001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Johnson Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Johnson Wealth Management, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score