JOHNSON FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN
401k plan membership statisitcs for JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2021: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 12 |
| 2020: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 10 |
| Total of all active and inactive participants | 2020-01-01 | 10 |
| 2019: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 10 |
| Total of all active and inactive participants | 2019-01-01 | 10 |
| 2018: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 10 |
| Total of all active and inactive participants | 2018-01-01 | 10 |
| 2017: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 8 |
| Total of all active and inactive participants | 2017-01-01 | 8 |
| 2016: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
| Total of all active and inactive participants | 2016-01-01 | 7 |
| 2015: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 6 |
| 2014: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| 2013: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| 2012: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| 2011: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 8 |
| 2009: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 7 |
| Total participants | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2011 : JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $113,750 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $56,303 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $56,303 |
| Total plan assets at end of year | 2011-12-31 | $164,662 |
| Total plan assets at beginning of year | 2011-12-31 | $107,215 |
| Value of fidelity bond covering the plan | 2011-12-31 | $15,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $113,750 |
| Net income (gross income less expenses) | 2011-12-31 | $57,447 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $164,662 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $107,215 |
| 2010 : JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $108,892 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $87,839 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $87,839 |
| Total plan assets at end of year | 2010-12-31 | $107,215 |
| Total plan assets at beginning of year | 2010-12-31 | $86,162 |
| Value of fidelity bond covering the plan | 2010-12-31 | $15,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $108,892 |
| Net income (gross income less expenses) | 2010-12-31 | $21,053 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $107,215 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $86,162 |
| 2021: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JOHNSON FINANCIAL GROUP, INC. PRE-65 RETIREE MEDICAL PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
