Jones, Skelton & Hochuli, P.L.C. Section 401(K) Profit Sharing Plan — Form 5500 plan (Jones, Skelton & Hochuli, P.L.C.)
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, Skelton & Hochuli, P.L.C. Section 401(K) Profit Sharing Plan is a benefit plan reported by Jones, Skelton & Hochuli, P.L.C. under EIN 86-0447591 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $48,559,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jones, Skelton & Hochuli, P.L.C.
- EIN
- 86-0447591
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $48,559,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20241219194812NAL0011440066001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,559,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,559,172
- Net assets (BOY)
- $44,488,669
Income & contributions
- Employer contributions
- $1,248,711
- Participant contributions
- $1,568,818
- Total contributions
- $2,908,667
- Total income / additions
- $10,420,315
Expenses & distributions
- Benefits paid
- $6,207,639
- Administrative expenses
- $142,173
- Total expenses
- $6,349,812
- Net increase / (decrease)
- $4,070,503
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $47,854 | $11,596 | 2023 |
| Cambridge Investment Research, Inc. | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $0 | $16,523 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jones, Skelton & Hochuli, P.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Stancorp Financial Group — Schedule C compensation
- Cambridge Investment Research, Inc. — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation