How many benefit plans does Dave Jones, Inc. report on Form 5500?

Dave Jones, Inc. (EIN 39-1331145) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Dave Jones, Inc.?

The Employer Identification Number (EIN) reported for Dave Jones, Inc. is 39-1331145.

What is the latest Form 5500 filing year for Dave Jones, Inc.?

The latest loaded Form 5500 filing year for Dave Jones, Inc. is 2023.

Dave Jones, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Dave Jones, Inc. (EIN 39-1331145) is a plan sponsor located in Madison, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 39-1331145
Location: Madison, WI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $30,350,431
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $30,350,431

Contributions & income

Employer contributions: $1,159,068
Participant contributions: $2,974,396
Total income / additions: $8,696,508

Expenses & distributions

Benefits paid / distributions: $1,173,192
Total expenses: $1,305,184
Net increase / (decrease): $7,391,324

Coverage

Total reported participants: 1,229
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Dave Jones, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Dave Jones, LLC 401(K) Plan	001	635	$30,350,431	2023
Dave Jones, Inc. Wrap Plan	502	594	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Dave Jones, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Dave Jones, LLC 401(K) Plan	635	H, C	20241015082309NAL0029006801001
2023	Dave Jones, Inc. Wrap Plan	594	—	20250703083611NAL0000398913001