Plan5500

Jones Edmunds & Associates, Inc. 401(K) Plan — Form 5500 plan (Jones Edmunds & Associates, 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 Edmunds & Associates, Inc. 401(K) Plan is a benefit plan reported by Jones Edmunds & Associates, Inc. under EIN 59-1533071 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jones Edmunds & Associates, Inc.
EIN
59-1533071
Plan number
001
Plan type
2
Location
Gainesville, FL
Latest filing year
2023
Participants
230
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023230H, C20240607141759NAL0023675313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$28,065,953

Income & contributions

Employer contributions
$157,676
Participant contributions
$759,871
Total contributions
$927,453
Total income / additions
$3,733,957

Expenses & distributions

Benefits paid
$3,421,531
Administrative expenses
$31,183
Total expenses
$3,452,714
Net increase / (decrease)
$281,243

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Acec Retirement TrustOTHER$25,147not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$3,912$02023
Empower Advisory Group, LLCINVESTMENT MGMT$2,124not reported in the loaded dataset2023

Related Form 5500 pages