Johnson & Rountree Premium, INC. DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Johnson & Rountree Premium, INC.
  • Sponsor EIN: 330627073
  • Sponsor Address: 9245 ACTIVITY ROAD, STE 205, SAN DIEGO, CA, 92126
  • Plan Type: DB
  • Total Participants: 22
  • Total Assets: $3.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202422$3.7M$131,570$0
202339$3.4M$157,445$0
202249$3.1M$420,000$0

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