Plan5500

Jones Bros 401(K) Plan — Form 5500 plan (Jones Bros Contractors, LLC)

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 Bros 401(K) Plan is a benefit plan reported by Jones Bros Contractors, LLC under EIN 62-1624149 and plan number 001. The latest loaded filing year is 2023. The filing reports 775 participants and $13,110,475 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.1MPlan net assets, end of year$13,110,475
Participants775Covered participants reported
Assets / participant$16.9KComputed: assets ÷ participants$16,917 (computed)
Provider compensation$127.7K3 Schedule C provider row(s)$127,714
Plan sponsor
Jones Bros Contractors, LLC
EIN
62-1624149
Plan number
001
Plan type
2
Location
Mt Juliet, TN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    775 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.1M total assets
Net assets$13.1MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$1.1M
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$13,110,475
Total liabilities (EOY)
$0
Net assets (EOY)
$13,110,475
Net assets (BOY)
$11,182,507

Income & contributions

Employer contributions
$1,053,029
Participant contributions
$1,389,317
Total contributions
$2,456,141
Total income / additions
$4,155,673

Expenses & distributions

Benefits paid
$2,114,433
Administrative expenses
$113,272
Total expenses
$2,227,705
Net increase / (decrease)
$1,927,968
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income51%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Efinancial Alliance, LLC$58.7K
    INVESTMENT ADVISORY-PLAN · Direct $58.7K
  2. 2
    Transamerica Retirement Solutions$55.6K
    RECORDKEEPER · Direct $55.6K · Indirect $0
  3. 3
    Futureplan By Ascensus$13.4K
    RECORDKEEPER · Direct $13.4K · Indirect $37

Related Form 5500 pages