Jones Junction Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Jones Junction 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 Junction Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Jones Junction Inc under EIN 52-0815262 and plan number 001. The latest loaded filing year is 2023. The filing reports 544 participants and $19,793,919 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jones Junction Inc
- EIN
- 52-0815262
- Plan number
- 001
- Plan type
- 2
- Location
- Bel Air, MD
- Latest filing year
- 2023
- Participants
- 544
- End-of-year plan assets
- $19,793,919
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 544 | H, C | 20241009142456NAL0018534193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,793,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,793,919
- Net assets (BOY)
- $15,643,019
Income & contributions
- Employer contributions
- $5,064
- Participant contributions
- $2,327,710
- Total contributions
- $2,398,252
- Total income / additions
- $5,094,058
Expenses & distributions
- Benefits paid
- $809,375
- Administrative expenses
- $77,354
- Total expenses
- $943,158
- Net increase / (decrease)
- $4,150,900
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kelly Financial Group LLC | ADVISOR | $41,061 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $32,457 | not reported in the loaded dataset | 2023 |