Jones-Hamilton Co. Employee Stock Ownership Plan — Form 5500 plan (Jones-Hamilton Co.)
Plain-English plan 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, Jones-Hamilton Co. Employee Stock Ownership Plan is a benefit plan reported by Jones-Hamilton Co. under EIN 20-3745300 and plan number 002. The latest loaded filing year is 2023. The filing reports 138 participants and $140,315,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jones-Hamilton Co.
- EIN
- 20-3745300
- Plan number
- 002
- Plan type
- 2
- Location
- Walbridge, OH
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $140,315,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H | 20240712081143NAL0011097267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $140,315,038
- Total liabilities (EOY)
- $40,557,541
- Net assets (EOY)
- $99,757,497
- Net assets (BOY)
- $85,563,775
Income & contributions
- Employer contributions
- $2,600,000
- Total contributions
- $2,600,000
- Total income / additions
- $24,186,979
Expenses & distributions
- Benefits paid
- $9,490,575
- Administrative expenses
- $0
- Total expenses
- $9,993,257
- Net increase / (decrease)
- $14,193,722
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.