L.E. Jones Company 401(K) Plan — Form 5500 plan (L.E. Jones Company)
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, L.E. Jones Company 401(K) Plan is a benefit plan reported by L.E. Jones Company under EIN 38-1359401 and plan number 003. The latest loaded filing year is 2023. The filing reports 531 participants and $43,232,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L.E. Jones Company
- EIN
- 38-1359401
- Plan number
- 003
- Plan type
- 2
- Location
- Menominee, MI
- Latest filing year
- 2023
- Participants
- 531
- End-of-year plan assets
- $43,232,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 531 | H, C | 20241010133930NAL0010035315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,232,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,232,737
- Net assets (BOY)
- $36,873,143
Income & contributions
- Employer contributions
- $1,673,198
- Participant contributions
- $1,970,055
- Total contributions
- $3,726,287
- Total income / additions
- $9,737,590
Expenses & distributions
- Benefits paid
- $3,237,921
- Administrative expenses
- $133,579
- Total expenses
- $3,377,996
- Net increase / (decrease)
- $6,359,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nicolet National Bank | RETAINED BY PLAN SPONSOR | $75,943 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $57,636 | $0 | 2023 |