Jones Sign Co., Inc. 401(K) Plan And Trust — Form 5500 plan (Jones Sign Co., Inc.)
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 Sign Co., Inc. 401(K) Plan And Trust is a benefit plan reported by Jones Sign Co., Inc. under EIN 39-1233920 and plan number 001. The latest loaded filing year is 2023. The filing reports 614 participants and $29,048,290 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jones Sign Co., Inc.
- EIN
- 39-1233920
- Plan number
- 001
- Plan type
- 2
- Location
- De Pere, WI
- Latest filing year
- 2023
- Participants
- 614
- End-of-year plan assets
- $29,048,290
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 614 | H, C | 20241015100022NAL0014361011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,048,290
- Total liabilities (EOY)
- $53,737
- Net assets (EOY)
- $28,994,553
- Net assets (BOY)
- $22,401,214
Income & contributions
- Employer contributions
- $1,255,261
- Participant contributions
- $2,372,690
- Total contributions
- $3,848,719
- Total income / additions
- $8,221,174
Expenses & distributions
- Benefits paid
- $1,572,278
- Administrative expenses
- $55,557
- Total expenses
- $1,627,835
- Net increase / (decrease)
- $6,593,339
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $42,246 | not reported in the loaded dataset | 2023 |
| Millennium Investment & Retirement | INVESTMENT ADVISOR | $12,237 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $9,819 | 2023 |
| Charles Schwab And Co., Inc. | CUSTODIAN | $6 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jones Sign Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in De Pere, WI
- Alliance Pension Consultants, LLC — Schedule C compensation
- Millennium Investment & Retirement — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab And Co., Inc. — Schedule C compensation