2023 Form 5500 filing — Jones-Hamilton Co. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710165910NAL0023416208001) for Jones-Hamilton Co. 401(K) Plan, reported by Jones-Hamilton Co. under EIN 20-3745300 and plan number 003. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20240710165910NAL0023416208001
Filing year
2023
Form type
2
Plan sponsor
Jones-Hamilton Co.
EIN
20-3745300
Plan number
003
Location
Walbridge, OH
Participants
127
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,019,674
Total liabilities (EOY)
$0
Net assets (EOY)
$6,019,674
Employer contributions
$398,424
Participant contributions
$372,351
Total income / additions
$1,685,016
Benefits paid
$287,169
Administrative expenses
$0
Total expenses
$287,169
Net increase / (decrease)
$1,397,847
Schedule source
Schedule H

Related Form 5500 pages