?>
Logo

S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 401k Plan overview

Plan NameS.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN
Plan identification number 001

S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

S.C. JOHNSON & SON, INC. has sponsored the creation of one or more 401k plans.

Company Name:S.C. JOHNSON & SON, INC.
Employer identification number (EIN):390379990
NAIC Classification:325600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRIAN GLASER2023-10-13 DAVID ISAACSON2023-10-13
0012021-01-01BRIAN GLASER2022-10-06 DAVID ISAACSON2022-10-06
0012020-01-01JOSEPH MEAD2021-10-05 DAVID ISAACSON2021-10-05
0012019-01-01JOSEPH MEAD2020-09-08 DAVID ISAACSON2020-08-28
0012018-01-01MAUREEN KENNEDY-HARLAN2019-09-11 DAVID ISAACSON2019-09-10
0012017-01-01
0012016-01-01MAUREEN KENNEDY-HARLAN DAVID ISAACSON2017-09-19
0012015-01-01MAUREEN KENNEDY-HARLAN DAVID ISAACSON2016-07-27
0012014-01-01MAUREEN KENNEDY-HARLAN DAVID ISAACSON2015-09-29
0012013-01-01MAUREEN KENNEDY-HARLAN DAVID ISAACSON2014-08-27
0012012-01-01MAUREEN KENNEDY-HARLAN DAVID ISAACSON2013-10-09
0012011-01-01MAUREEN KENNEDY-HARLAN DAVID ISAACSON2012-09-26
0012009-01-01DANIEL DEBAKER DAVID ISAACSON2010-08-31

Plan Statistics for S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN

401k plan membership statisitcs for S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2022: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,517
Total number of active participants reported on line 7a of the Form 55002022-01-013,171
Number of retired or separated participants receiving benefits2022-01-01130
Number of other retired or separated participants entitled to future benefits2022-01-011,344
Total of all active and inactive participants2022-01-014,645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0114
Total participants2022-01-014,659
Number of participants with account balances2022-01-014,589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01214
2021: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,290
Total number of active participants reported on line 7a of the Form 55002021-01-013,083
Number of retired or separated participants receiving benefits2021-01-01128
Number of other retired or separated participants entitled to future benefits2021-01-011,301
Total of all active and inactive participants2021-01-014,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-014,517
Number of participants with account balances2021-01-014,448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01193
2020: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,207
Total number of active participants reported on line 7a of the Form 55002020-01-012,967
Number of retired or separated participants receiving benefits2020-01-0184
Number of other retired or separated participants entitled to future benefits2020-01-011,232
Total of all active and inactive participants2020-01-014,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-014,290
Number of participants with account balances2020-01-014,227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0187
2019: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,166
Total number of active participants reported on line 7a of the Form 55002019-01-012,878
Number of retired or separated participants receiving benefits2019-01-01127
Number of other retired or separated participants entitled to future benefits2019-01-011,202
Total of all active and inactive participants2019-01-014,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014,207
Number of participants with account balances2019-01-014,149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0195
2018: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,142
Total number of active participants reported on line 7a of the Form 55002018-01-012,901
Number of retired or separated participants receiving benefits2018-01-01130
Number of other retired or separated participants entitled to future benefits2018-01-011,134
Total of all active and inactive participants2018-01-014,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-014,166
Number of participants with account balances2018-01-014,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01118
2017: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,042
Total number of active participants reported on line 7a of the Form 55002017-01-013,029
Number of retired or separated participants receiving benefits2017-01-01118
Number of other retired or separated participants entitled to future benefits2017-01-01992
Total of all active and inactive participants2017-01-014,139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-014,142
Number of participants with account balances2017-01-014,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0190
2016: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,004
Total number of active participants reported on line 7a of the Form 55002016-01-012,966
Number of retired or separated participants receiving benefits2016-01-01115
Number of other retired or separated participants entitled to future benefits2016-01-01957
Total of all active and inactive participants2016-01-014,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-014,042
Number of participants with account balances2016-01-013,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0180
2015: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,890
Total number of active participants reported on line 7a of the Form 55002015-01-012,847
Number of retired or separated participants receiving benefits2015-01-01107
Number of other retired or separated participants entitled to future benefits2015-01-011,048
Total of all active and inactive participants2015-01-014,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-014,004
Number of participants with account balances2015-01-013,944
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0161
2014: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,936
Total number of active participants reported on line 7a of the Form 55002014-01-012,805
Number of retired or separated participants receiving benefits2014-01-01111
Number of other retired or separated participants entitled to future benefits2014-01-01974
Total of all active and inactive participants2014-01-013,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,890
Number of participants with account balances2014-01-013,832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0168
2013: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,911
Total number of active participants reported on line 7a of the Form 55002013-01-013,022
Number of retired or separated participants receiving benefits2013-01-01104
Number of other retired or separated participants entitled to future benefits2013-01-01809
Total of all active and inactive participants2013-01-013,935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-013,936
Number of participants with account balances2013-01-013,876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0129
2012: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,037
Total number of active participants reported on line 7a of the Form 55002012-01-012,986
Number of retired or separated participants receiving benefits2012-01-01154
Number of other retired or separated participants entitled to future benefits2012-01-01770
Total of all active and inactive participants2012-01-013,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-013,911
Number of participants with account balances2012-01-013,878
2011: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,993
Total number of active participants reported on line 7a of the Form 55002011-01-013,133
Number of retired or separated participants receiving benefits2011-01-01140
Number of other retired or separated participants entitled to future benefits2011-01-01745
Total of all active and inactive participants2011-01-014,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0119
Total participants2011-01-014,037
Number of participants with account balances2011-01-013,936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2009: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,147
Total number of active participants reported on line 7a of the Form 55002009-01-013,292
Number of retired or separated participants receiving benefits2009-01-01127
Number of other retired or separated participants entitled to future benefits2009-01-01669
Total of all active and inactive participants2009-01-014,088
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0121
Total participants2009-01-014,109
Number of participants with account balances2009-01-014,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2022 : S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-10,510,858
Total unrealized appreciation/depreciation of assets2022-12-31$-10,510,858
Total income from all sources (including contributions)2022-12-31$-153,437,252
Total loss/gain on sale of assets2022-12-31$-6,036,343
Total of all expenses incurred2022-12-31$114,210,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$112,883,088
Expenses. Certain deemed distributions of participant loans2022-12-31$25,122
Value of total corrective distributions2022-12-31$171,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$88,104,319
Value of total assets at end of year2022-12-31$1,400,536,056
Value of total assets at beginning of year2022-12-31$1,668,183,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,130,269
Total interest from all sources2022-12-31$806,228
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,823,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,867,894
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$35,597,275
Participant contributions at end of year2022-12-31$9,375,740
Participant contributions at beginning of year2022-12-31$9,225,493
Assets. Other investments not covered elsewhere at end of year2022-12-31$27,077,131
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$32,802,626
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,527,565
Other income not declared elsewhere2022-12-31$4,021,896
Administrative expenses (other) incurred2022-12-31$735,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-267,647,550
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,400,536,056
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,668,183,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$395,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$120,747,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$149,657,977
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,148,285,483
Interest on participant loans2022-12-31$359,616
Value of interest in common/collective trusts at end of year2022-12-31$920,319,111
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$26,747,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$28,442,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$28,442,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$446,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$207,086,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$212,505,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-26,921,336
Net investment gain or loss from common/collective trusts2022-12-31$-208,724,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$38,979,479
Employer contributions (assets) at end of year2022-12-31$997,517
Employer contributions (assets) at beginning of year2022-12-31$1,004,987
Income. Dividends from common stock2022-12-31$955,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$112,883,088
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$88,185,146
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$86,258,918
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$72,344,941
Aggregate carrying amount (costs) on sale of assets2022-12-31$78,381,284
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$9,712,157
Total unrealized appreciation/depreciation of assets2021-12-31$9,712,157
Total income from all sources (including contributions)2021-12-31$312,555,962
Total loss/gain on sale of assets2021-12-31$9,615,349
Total of all expenses incurred2021-12-31$121,258,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$119,507,950
Expenses. Certain deemed distributions of participant loans2021-12-31$94,552
Value of total corrective distributions2021-12-31$470,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$83,217,287
Value of total assets at end of year2021-12-31$1,668,183,606
Value of total assets at beginning of year2021-12-31$1,476,886,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,186,057
Total interest from all sources2021-12-31$3,949,727
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,349,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,330,207
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$34,283,188
Participant contributions at end of year2021-12-31$9,225,493
Participant contributions at beginning of year2021-12-31$8,953,859
Assets. Other investments not covered elsewhere at end of year2021-12-31$32,802,626
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$27,195,323
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,449,384
Administrative expenses (other) incurred2021-12-31$827,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$191,297,219
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,668,183,606
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,476,886,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$358,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$149,657,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$146,709,240
Value of interest in pooled separate accounts at end of year2021-12-31$1,148,285,483
Value of interest in pooled separate accounts at beginning of year2021-12-31$989,288,411
Interest on participant loans2021-12-31$391,095
Interest earned on other investments2021-12-31$3,553,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$28,442,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$52,103,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$52,103,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$4,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$212,505,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$185,199,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-4,682,169
Net investment gain or loss from common/collective trusts2021-12-31$204,394,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$40,484,715
Employer contributions (assets) at end of year2021-12-31$1,004,987
Employer contributions (assets) at beginning of year2021-12-31$1,015,532
Income. Dividends from common stock2021-12-31$1,018,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$119,507,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$86,258,918
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$66,421,113
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$52,566,829
Aggregate carrying amount (costs) on sale of assets2021-12-31$42,951,480
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$12,819,282
Total unrealized appreciation/depreciation of assets2020-12-31$12,819,282
Total income from all sources (including contributions)2020-12-31$254,973,845
Total loss/gain on sale of assets2020-12-31$-6,427,800
Total of all expenses incurred2020-12-31$121,206,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$120,202,745
Expenses. Certain deemed distributions of participant loans2020-12-31$66,654
Value of total corrective distributions2020-12-31$76,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$79,504,805
Value of total assets at end of year2020-12-31$1,476,886,387
Value of total assets at beginning of year2020-12-31$1,343,118,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$859,997
Total interest from all sources2020-12-31$4,781,333
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,640,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,887,522
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$33,701,922
Participant contributions at end of year2020-12-31$8,953,859
Participant contributions at beginning of year2020-12-31$10,006,589
Assets. Other investments not covered elsewhere at end of year2020-12-31$27,195,323
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$23,699,263
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,628,102
Administrative expenses (other) incurred2020-12-31$580,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$133,767,633
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,476,886,387
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,343,118,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$279,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$146,709,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$459,684,773
Value of interest in pooled separate accounts at end of year2020-12-31$989,288,411
Value of interest in pooled separate accounts at beginning of year2020-12-31$570,612,175
Interest on participant loans2020-12-31$432,532
Interest earned on other investments2020-12-31$4,221,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$52,103,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$30,321,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$30,321,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$126,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$185,199,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$181,467,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$32,399,715
Net investment gain/loss from pooled separate accounts2020-12-31$122,256,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$40,174,781
Employer contributions (assets) at end of year2020-12-31$1,015,532
Employer contributions (assets) at beginning of year2020-12-31$809,409
Income. Dividends from common stock2020-12-31$752,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$120,202,745
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$66,421,113
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$66,517,291
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$31,224,675
Aggregate carrying amount (costs) on sale of assets2020-12-31$37,652,475
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$11,973,119
Total unrealized appreciation/depreciation of assets2019-12-31$11,973,119
Total income from all sources (including contributions)2019-12-31$307,472,003
Total loss/gain on sale of assets2019-12-31$5,555,954
Total of all expenses incurred2019-12-31$124,084,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$122,927,109
Expenses. Certain deemed distributions of participant loans2019-12-31$206,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$70,229,500
Value of total assets at end of year2019-12-31$1,343,118,754
Value of total assets at beginning of year2019-12-31$1,159,731,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$951,349
Total interest from all sources2019-12-31$5,172,236
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,243,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$12,237,725
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$32,188,424
Participant contributions at end of year2019-12-31$10,006,589
Participant contributions at beginning of year2019-12-31$10,167,481
Assets. Other investments not covered elsewhere at end of year2019-12-31$23,699,263
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$20,030,618
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,857,080
Administrative expenses (other) incurred2019-12-31$951,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$183,387,070
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,343,118,754
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,159,731,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$459,684,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$378,555,250
Value of interest in pooled separate accounts at end of year2019-12-31$570,612,175
Value of interest in pooled separate accounts at beginning of year2019-12-31$486,465,518
Interest on participant loans2019-12-31$444,617
Interest earned on other investments2019-12-31$3,948,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$30,321,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$32,307,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$32,307,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$779,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$181,467,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$176,977,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$81,573,547
Net investment gain or loss from common/collective trusts2019-12-31$119,723,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$33,183,996
Employer contributions (assets) at end of year2019-12-31$809,409
Employer contributions (assets) at beginning of year2019-12-31$832,894
Income. Dividends from common stock2019-12-31$1,006,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$122,927,109
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$66,517,291
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$54,395,306
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$35,911,636
Aggregate carrying amount (costs) on sale of assets2019-12-31$30,355,682
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-12-31390859910
2018 : S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,959,945
Total unrealized appreciation/depreciation of assets2018-12-31$-4,959,945
Total income from all sources (including contributions)2018-12-31$696,883
Total loss/gain on sale of assets2018-12-31$-145,701
Total of all expenses incurred2018-12-31$118,010,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$116,944,152
Expenses. Certain deemed distributions of participant loans2018-12-31$108,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$74,529,415
Value of total assets at end of year2018-12-31$1,159,731,684
Value of total assets at beginning of year2018-12-31$1,277,045,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$957,560
Total interest from all sources2018-12-31$4,851,833
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$17,215,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$16,120,640
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$32,198,837
Participant contributions at end of year2018-12-31$10,167,481
Participant contributions at beginning of year2018-12-31$11,110,535
Assets. Other investments not covered elsewhere at end of year2018-12-31$20,030,618
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$19,639,223
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,797,070
Administrative expenses (other) incurred2018-12-31$957,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-117,313,754
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,159,731,684
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,277,045,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$378,555,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$426,606,569
Value of interest in pooled separate accounts at end of year2018-12-31$486,465,518
Value of interest in pooled separate accounts at beginning of year2018-12-31$552,877,597
Interest on participant loans2018-12-31$411,096
Interest earned on other investments2018-12-31$3,940,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$32,307,129
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$18,473,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$18,473,057
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$500,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$176,977,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$179,257,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-35,185,336
Net investment gain or loss from common/collective trusts2018-12-31$-55,608,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$34,533,508
Employer contributions (assets) at end of year2018-12-31$832,894
Employer contributions (assets) at beginning of year2018-12-31$927,467
Income. Dividends from common stock2018-12-31$1,094,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$116,944,152
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$54,395,306
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$68,153,287
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$31,485,499
Aggregate carrying amount (costs) on sale of assets2018-12-31$31,631,200
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$9,687,728
Total unrealized appreciation/depreciation of assets2017-12-31$9,687,728
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$69,003
Total income from all sources (including contributions)2017-12-31$256,862,249
Total loss/gain on sale of assets2017-12-31$2,949,576
Total of all expenses incurred2017-12-31$85,671,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$84,659,578
Expenses. Certain deemed distributions of participant loans2017-12-31$52,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$76,710,169
Value of total assets at end of year2017-12-31$1,277,045,438
Value of total assets at beginning of year2017-12-31$1,105,923,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$959,325
Total interest from all sources2017-12-31$4,717,166
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,065,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$10,940,491
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$40,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$31,889,894
Participant contributions at end of year2017-12-31$11,110,535
Participant contributions at beginning of year2017-12-31$12,345,447
Assets. Other investments not covered elsewhere at end of year2017-12-31$19,639,223
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$18,758,497
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,999,688
Administrative expenses (other) incurred2017-12-31$959,325
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$69,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$171,190,886
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,277,045,438
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,105,854,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$426,606,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$466,992,974
Value of interest in pooled separate accounts at end of year2017-12-31$552,877,597
Value of interest in pooled separate accounts at beginning of year2017-12-31$345,055,119
Interest on participant loans2017-12-31$411,238
Interest earned on other investments2017-12-31$4,135,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$18,473,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$20,596,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$20,596,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$170,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$179,257,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$183,403,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$53,177,387
Net investment gain or loss from common/collective trusts2017-12-31$97,555,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$36,820,587
Employer contributions (assets) at end of year2017-12-31$927,467
Income. Dividends from common stock2017-12-31$1,124,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$84,659,578
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$68,153,287
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$58,771,912
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$73,705,785
Aggregate carrying amount (costs) on sale of assets2017-12-31$70,756,209
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$4,308,922
Total unrealized appreciation/depreciation of assets2016-12-31$4,308,922
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$69,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$73,986
Total income from all sources (including contributions)2016-12-31$147,747,007
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$80,689,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$79,798,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$67,381,311
Value of total assets at end of year2016-12-31$1,105,923,555
Value of total assets at beginning of year2016-12-31$1,038,870,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$890,893
Total interest from all sources2016-12-31$489,481
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$12,888,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$12,888,316
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$75,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$29,971,159
Participant contributions at end of year2016-12-31$12,345,447
Participant contributions at beginning of year2016-12-31$12,646,109
Assets. Other investments not covered elsewhere at end of year2016-12-31$18,758,497
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$16,544,616
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,842,936
Administrative expenses (other) incurred2016-12-31$890,893
Liabilities. Value of operating payables at end of year2016-12-31$69,003
Liabilities. Value of operating payables at beginning of year2016-12-31$73,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$67,057,891
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,105,854,552
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,038,796,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$466,992,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$470,994,935
Value of interest in pooled separate accounts at end of year2016-12-31$345,055,119
Value of interest in pooled separate accounts at beginning of year2016-12-31$276,329,709
Interest on participant loans2016-12-31$489,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$20,596,512
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$19,948,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$19,948,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$183,403,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$179,144,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$26,611,750
Net investment gain/loss from pooled separate accounts2016-12-31$36,067,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$31,567,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$79,798,223
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$58,771,912
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$63,262,119
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$4,534,603
Total unrealized appreciation/depreciation of assets2015-12-31$4,534,603
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$73,986
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$88,356
Total income from all sources (including contributions)2015-12-31$54,596,909
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$116,618,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$115,705,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$65,712,124
Value of total assets at end of year2015-12-31$1,038,870,647
Value of total assets at beginning of year2015-12-31$1,100,906,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$913,516
Total interest from all sources2015-12-31$495,551
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$15,848,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$15,848,427
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$28,642,065
Participant contributions at end of year2015-12-31$12,646,109
Participant contributions at beginning of year2015-12-31$13,331,851
Assets. Other investments not covered elsewhere at end of year2015-12-31$16,544,616
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,537,736
Other income not declared elsewhere2015-12-31$-6,674,537
Administrative expenses (other) incurred2015-12-31$913,516
Liabilities. Value of operating payables at end of year2015-12-31$73,986
Liabilities. Value of operating payables at beginning of year2015-12-31$88,356
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$232,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-62,021,824
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,038,796,661
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,100,818,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$470,994,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$556,378,582
Value of interest in pooled separate accounts at end of year2015-12-31$276,329,709
Value of interest in pooled separate accounts at beginning of year2015-12-31$266,147,641
Interest on participant loans2015-12-31$495,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$19,948,340
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$14,366,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$14,366,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$179,144,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$121,903,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,305,919
Net investment gain/loss from pooled separate accounts2015-12-31$-11,013,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$28,532,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$115,705,217
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$56,691,523
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$63,262,119
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$71,855,592
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$4,510,377
Total unrealized appreciation/depreciation of assets2014-12-31$4,510,377
Total transfer of assets to this plan2014-12-31$1,157,692
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$88,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$89,188
Total income from all sources (including contributions)2014-12-31$125,759,221
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$125,435,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$124,576,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$61,313,243
Value of total assets at end of year2014-12-31$1,100,906,841
Value of total assets at beginning of year2014-12-31$1,099,425,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$858,738
Total interest from all sources2014-12-31$533,769
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$26,193,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$26,193,292
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$29,834,362
Participant contributions at end of year2014-12-31$13,331,851
Participant contributions at beginning of year2014-12-31$14,758,097
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,644,085
Other income not declared elsewhere2014-12-31$8,553,924
Administrative expenses (other) incurred2014-12-31$858,738
Liabilities. Value of operating payables at end of year2014-12-31$88,356
Liabilities. Value of operating payables at beginning of year2014-12-31$89,188
Total non interest bearing cash at end of year2014-12-31$232,127
Total non interest bearing cash at beginning of year2014-12-31$57,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$324,057
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,100,818,485
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,099,336,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$556,378,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$539,496,867
Value of interest in pooled separate accounts at end of year2014-12-31$266,147,641
Value of interest in pooled separate accounts at beginning of year2014-12-31$275,073,030
Interest on participant loans2014-12-31$533,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$14,366,339
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$16,191,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$16,191,401
Asset value of US Government securities at end of year2014-12-31$121,903,186
Asset value of US Government securities at beginning of year2014-12-31$120,419,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$16,838,886
Net investment gain/loss from pooled separate accounts2014-12-31$7,815,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$27,834,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$124,576,426
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$56,691,523
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$61,059,699
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$71,855,592
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$72,370,001
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$18,323,045
Total unrealized appreciation/depreciation of assets2013-12-31$18,323,045
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$89,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$76,655
Total income from all sources (including contributions)2013-12-31$238,880,981
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$80,041,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$79,288,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$66,043,187
Value of total assets at end of year2013-12-31$1,099,425,924
Value of total assets at beginning of year2013-12-31$940,573,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$753,100
Total interest from all sources2013-12-31$565,475
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$19,366,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$19,366,947
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$30,126,717
Participant contributions at end of year2013-12-31$14,758,097
Participant contributions at beginning of year2013-12-31$15,409,102
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$241,500
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,528,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-2,882,176
Administrative expenses (other) incurred2013-12-31$753,100
Liabilities. Value of operating payables at end of year2013-12-31$89,188
Liabilities. Value of operating payables at beginning of year2013-12-31$76,655
Total non interest bearing cash at end of year2013-12-31$57,000
Total non interest bearing cash at beginning of year2013-12-31$156,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$158,839,751
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,099,336,736
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$940,496,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$539,496,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$453,773,624
Value of interest in pooled separate accounts at end of year2013-12-31$275,073,030
Value of interest in pooled separate accounts at beginning of year2013-12-31$204,550,272
Interest on participant loans2013-12-31$565,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$16,191,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$20,736,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$20,736,865
Asset value of US Government securities at end of year2013-12-31$120,419,829
Asset value of US Government securities at beginning of year2013-12-31$124,950,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$83,918,859
Net investment gain/loss from pooled separate accounts2013-12-31$53,545,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$29,388,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$79,288,130
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$61,059,699
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$59,846,448
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$72,370,001
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$60,908,015
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$816,180
Total unrealized appreciation/depreciation of assets2012-12-31$816,180
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$76,655
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$143,727
Total income from all sources (including contributions)2012-12-31$160,982,090
Total loss/gain on sale of assets2012-12-31$142,461
Total of all expenses incurred2012-12-31$64,043,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$63,374,104
Value of total corrective distributions2012-12-31$91,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$59,610,470
Value of total assets at end of year2012-12-31$940,573,640
Value of total assets at beginning of year2012-12-31$843,702,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$577,902
Total interest from all sources2012-12-31$15,205,306
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$14,620,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$14,620,435
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$28,959,398
Participant contributions at end of year2012-12-31$15,409,102
Participant contributions at beginning of year2012-12-31$15,675,296
Assets. Other investments not covered elsewhere at end of year2012-12-31$241,500
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$779
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,377,308
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$72,065
Administrative expenses (other) incurred2012-12-31$577,902
Liabilities. Value of operating payables at end of year2012-12-31$76,655
Liabilities. Value of operating payables at beginning of year2012-12-31$71,662
Total non interest bearing cash at end of year2012-12-31$156,951
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$96,938,317
Value of net assets at end of year (total assets less liabilities)2012-12-31$940,496,985
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$843,558,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$453,773,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$383,597,060
Value of interest in pooled separate accounts at end of year2012-12-31$204,550,272
Value of interest in pooled separate accounts at beginning of year2012-12-31$178,786,111
Interest on participant loans2012-12-31$768,608
Interest earned on other investments2012-12-31$10,937,557
Income. Interest from US Government securities2012-12-31$1,688,456
Income. Interest from corporate debt instruments2012-12-31$1,809,937
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$1,640,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$20,736,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$29,834,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$29,834,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$748
Asset value of US Government securities at end of year2012-12-31$124,950,863
Asset value of US Government securities at beginning of year2012-12-31$126,743,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$39,063,792
Net investment gain/loss from pooled separate accounts2012-12-31$31,523,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$26,273,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$63,374,104
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$28,903,443
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$59,846,448
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$22,291,986
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$60,908,015
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$56,229,553
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$44,640,651
Aggregate carrying amount (costs) on sale of assets2012-12-31$44,498,190
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$4,100,134
Total unrealized appreciation/depreciation of assets2011-12-31$4,100,134
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$143,727
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$215,836
Total income from all sources (including contributions)2011-12-31$54,914,826
Total loss/gain on sale of assets2011-12-31$738,249
Total of all expenses incurred2011-12-31$56,232,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$54,919,010
Value of total corrective distributions2011-12-31$116,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$58,547,415
Value of total assets at end of year2011-12-31$843,702,395
Value of total assets at beginning of year2011-12-31$845,091,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,197,022
Total interest from all sources2011-12-31$11,676,096
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$10,974,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$10,974,998
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$28,807,729
Participant contributions at end of year2011-12-31$15,675,296
Participant contributions at beginning of year2011-12-31$15,899,110
Assets. Other investments not covered elsewhere at end of year2011-12-31$779
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,456,429
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$93,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$72,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$148,457
Other income not declared elsewhere2011-12-31$-5,539,310
Administrative expenses (other) incurred2011-12-31$575,854
Liabilities. Value of operating payables at end of year2011-12-31$71,662
Liabilities. Value of operating payables at beginning of year2011-12-31$67,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,317,311
Value of net assets at end of year (total assets less liabilities)2011-12-31$843,558,668
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$844,875,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$621,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$383,597,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$407,881,644
Value of interest in pooled separate accounts at end of year2011-12-31$178,786,111
Value of interest in pooled separate accounts at beginning of year2011-12-31$181,687,425
Interest on participant loans2011-12-31$592,500
Interest earned on other investments2011-12-31$6,403,608
Income. Interest from US Government securities2011-12-31$2,659,589
Income. Interest from corporate debt instruments2011-12-31$1,997,545
Value of interest in common/collective trusts at end of year2011-12-31$1,640,043
Value of interest in common/collective trusts at beginning of year2011-12-31$4,401,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$29,834,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,896,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,896,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$22,854
Asset value of US Government securities at end of year2011-12-31$126,743,610
Asset value of US Government securities at beginning of year2011-12-31$60,091,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-12,327,408
Net investment gain/loss from pooled separate accounts2011-12-31$-13,263,898
Net investment gain or loss from common/collective trusts2011-12-31$8,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$26,283,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$54,919,010
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$28,903,443
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$22,291,986
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$104,553,313
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$56,229,553
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$62,587,978
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$343,615,487
Aggregate carrying amount (costs) on sale of assets2011-12-31$342,877,238
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$215,836
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$67,282
Total income from all sources (including contributions)2010-12-31$156,138,664
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$59,693,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$58,722,021
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$122,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$57,375,729
Value of total assets at end of year2010-12-31$845,091,815
Value of total assets at beginning of year2010-12-31$748,498,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$849,514
Total interest from all sources2010-12-31$7,922,219
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$9,037,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$8,955,241
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$28,580,022
Participant contributions at end of year2010-12-31$15,899,110
Participant contributions at beginning of year2010-12-31$15,790,368
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$163,371,724
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,262,459
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$93,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$10
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$148,457
Other income not declared elsewhere2010-12-31$4,255,073
Administrative expenses (other) incurred2010-12-31$529,724
Liabilities. Value of operating payables at end of year2010-12-31$67,379
Liabilities. Value of operating payables at beginning of year2010-12-31$67,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$96,444,776
Value of net assets at end of year (total assets less liabilities)2010-12-31$844,875,979
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$748,431,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$319,790
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$407,881,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$496,334,345
Value of interest in pooled separate accounts at end of year2010-12-31$181,687,425
Interest on participant loans2010-12-31$705,727
Interest earned on other investments2010-12-31$7,037,880
Income. Interest from US Government securities2010-12-31$-81,975
Value of interest in common/collective trusts at end of year2010-12-31$4,401,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,896,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$12,418,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$12,418,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$260,587
Asset value of US Government securities at end of year2010-12-31$60,091,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$77,548,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$26,533,248
Income. Dividends from common stock2010-12-31$81,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$58,722,021
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$104,553,313
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$62,587,978
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$60,583,657
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863
2009 : S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN

2022: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: S.C. JOHNSON & SON, INC. EMPLOYEES DEFERRED PROFIT SHARING AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberFDA00056TR
Policy instance 3
Insurance contract or identification numberFDA00056TR
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA63920
Policy instance 2
Insurance contract or identification numberGA63920
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-026345
Policy instance 1
Insurance contract or identification numberG-026345
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-026345
Policy instance 1
Insurance contract or identification numberG-026345
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA63920
Policy instance 2
Insurance contract or identification numberGA63920
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberFDA00056TR
Policy instance 3
Insurance contract or identification numberFDA00056TR
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSVW-15272
Policy instance 2
Insurance contract or identification numberSVW-15272
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-026345
Policy instance 1
Insurance contract or identification numberG-026345
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSVW-15272
Policy instance 2
Insurance contract or identification numberSVW-15272
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-26345
Policy instance 1
Insurance contract or identification numberG-26345
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSVW-15272
Policy instance 2
Insurance contract or identification numberSVW-15272
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-26345
Policy instance 1
Insurance contract or identification numberG-26345
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSVW-15272
Policy instance 2
Insurance contract or identification numberSVW-15272
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-26345
Policy instance 1
Insurance contract or identification numberG-26345
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSVW-15272
Policy instance 2
Insurance contract or identification numberSVW-15272
Number of Individuals Covered3832
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-26345
Policy instance 1
Insurance contract or identification numberG-26345
Number of Individuals Covered3832
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-26345
Policy instance 1
Insurance contract or identification numberG-26345
Number of Individuals Covered3876
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSVW-15272
Policy instance 2
Insurance contract or identification numberSVW-15272
Number of Individuals Covered3876
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSVW-15272
Policy instance 2
Insurance contract or identification numberSVW-15272
Number of Individuals Covered3878
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-26345
Policy instance 1
Insurance contract or identification numberG-26345
Number of Individuals Covered3878
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-26345
Policy instance 1
Insurance contract or identification numberG-26345
Number of Individuals Covered3936
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSVW-15272
Policy instance 2
Insurance contract or identification numberSVW-15272
Number of Individuals Covered3936
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-26345
Policy instance 1
Insurance contract or identification numberG-26345
Number of Individuals Covered3963
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3