Jones Dealerships, Inc. 401(K) Plan — Form 5500 plan (Jones Dealerships, Incorporated)

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 Dealerships, Inc. 401(K) Plan is a benefit plan reported by Jones Dealerships, Incorporated under EIN 23-1578590 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $14,061,851 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jones Dealerships, Incorporated
EIN
23-1578590
Plan number
001
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
137
End-of-year plan assets
$14,061,851

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241011105443NAL0012392259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,061,851
Total liabilities (EOY)
$15,929
Net assets (EOY)
$14,045,922
Net assets (BOY)
$12,577,140

Income & contributions

Employer contributions
$157,156
Participant contributions
$396,627
Total contributions
$1,035,360
Total income / additions
$3,071,843

Expenses & distributions

Benefits paid
$1,545,019
Administrative expenses
$58,042
Total expenses
$1,603,061
Net increase / (decrease)
$1,468,782

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fulton Financial AdvisorsNONE$57,081$02023

Related Form 5500 pages