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 Companies 401(K) Plan is a benefit plan reported by Jones Companies, LLC under EIN 47-5263562 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,096 participants and $31,375,834 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,375,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,375,834
- Net assets (BOY)
- $24,411,605
Income & contributions
- Employer contributions
- $3,261,859
- Participant contributions
- $3,788,308
- Total contributions
- $7,376,682
- Total income / additions
- $11,885,894
Expenses & distributions
- Benefits paid
- $3,922,086
- Administrative expenses
- $69,142
- Total expenses
- $3,991,228
- Net increase / (decrease)
- $7,894,666