The Jones Company Profit Sharing Plan — Form 5500 plan (The 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, The Jones Company Profit Sharing Plan is a benefit plan reported by The Jones Company under EIN 58-1484387 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $11,107,569 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Jones Company
- EIN
- 58-1484387
- Plan number
- 001
- Plan type
- 2
- Location
- Waycross, GA
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $11,107,569
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20240829081853NAL0021210592001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,107,569
- Total liabilities (EOY)
- $584
- Net assets (EOY)
- $11,106,985
- Net assets (BOY)
- $9,685,810
Income & contributions
- Employer contributions
- $201,997
- Participant contributions
- $728,078
- Total contributions
- $930,075
- Total income / additions
- $2,353,139
Expenses & distributions
- Benefits paid
- $920,384
- Administrative expenses
- $11,580
- Total expenses
- $931,964
- Net increase / (decrease)
- $1,421,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RECORDKEEPER | $5,003 | $0 | 2023 |
| Wells Fargo | RIA | $2,304 | $0 | 2023 |