Search public Form 5500 filings

Plans

• planCharles D. Jones & Company, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $64.4Mreported assets (EOY)
  Sponsor: Charles D. Jones & Company, Inc.EIN: 44-0538292Plan: 003Participants: 164Assets: $64,356,760Location: Riverside, MOLatest: 2023
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• planCharles D. Jones & Company, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $14Mreported assets (EOY)
  Sponsor: Charles D. Jones & Company, Inc.EIN: 44-0538292Plan: 001Participants: 213Assets: $14,044,120Location: Kansas City, MOLatest: 2023
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• planCharles D. Jones & Co. Welfare Plan2023 filing
  Sponsor: Charles D. Jones & Co.EIN: 44-0538292Plan: 501Participants: 192Assets: not reported in the loaded datasetLocation: Riverside, MOLatest: 2023
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