Jones-Hamilton Co. 401(K) 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. 401(K) Plan is a benefit plan reported by Jones-Hamilton Co. under EIN 20-3745300 and plan number 003. The latest loaded filing year is 2023. The filing reports 127 participants and $6,019,674 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
- 003
- Plan type
- 2
- Location
- Walbridge, OH
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $6,019,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H | 20240710165910NAL0023416208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,019,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,019,674
- Net assets (BOY)
- $4,621,827
Income & contributions
- Employer contributions
- $398,424
- Participant contributions
- $372,351
- Total contributions
- $939,468
- Total income / additions
- $1,685,016
Expenses & distributions
- Benefits paid
- $287,169
- Administrative expenses
- $0
- Total expenses
- $287,169
- Net increase / (decrease)
- $1,397,847
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.