JOHNSON & FISCHER, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN
| Measure | Date | Value |
|---|
| 2025 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-08-19 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-19 | 31972 |
| Net assets as of the end of the plan year | 2025-08-19 | 1567863 |
| Total assets as of the beginning of the plan year | 2025-08-19 | 1318673 |
| Value of plan covered by a fidelity bond | 2025-08-19 | 200000 |
| Participant contributions to plan in this plan year | 2025-08-19 | 62471 |
| Other expenses paid from plan in this plan year | 2025-08-19 | 0 |
| Other contributions to plan in this plan year | 2025-08-19 | 0 |
| Other income to plan in this plan year | 2025-08-19 | 179213 |
| Plan net income in this plan year | 2025-08-19 | 249190 |
| Net assets as of the end of the plan year | 2025-08-19 | 1567863 |
| Net assets as of the beginning of the plan year | 2025-08-19 | 1318673 |
| Employer contributions to plan in this plan year | 2025-08-19 | 39478 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-19 | 10052 |
| 2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 965638 |
| Net assets as of the end of the plan year | 2024-10-15 | 1318673 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 1942318 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 200000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 55817 |
| Other expenses paid from plan in this plan year | 2024-10-15 | 0 |
| Other contributions to plan in this plan year | 2024-10-15 | 0 |
| Other income to plan in this plan year | 2024-10-15 | 250916 |
| Plan net income in this plan year | 2024-10-15 | -623645 |
| Net assets as of the end of the plan year | 2024-10-15 | 1318673 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 1942318 |
| Employer contributions to plan in this plan year | 2024-10-15 | 35260 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 11615 |
| 2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-04-25 | 47445 |
| Net assets as of the end of the plan year | 2022-04-25 | 2187938 |
| Total assets as of the beginning of the plan year | 2022-04-25 | 1860363 |
| Value of plan covered by a fidelity bond | 2022-04-25 | 200000 |
| Participant contributions to plan in this plan year | 2022-04-25 | 85861 |
| Other contributions to plan in this plan year | 2022-04-25 | 0 |
| Other income to plan in this plan year | 2022-04-25 | 243149 |
| Plan net income in this plan year | 2022-04-25 | 327575 |
| Net assets as of the end of the plan year | 2022-04-25 | 2187938 |
| Net assets as of the beginning of the plan year | 2022-04-25 | 1860363 |
| Employer contributions to plan in this plan year | 2022-04-25 | 46010 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-25 | 12619 |
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