Jim Koons Management Co., Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Jim Koons Management Co., Inc. (EIN 52-1476401) is a plan sponsor located in Vienna, VA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-1476401
Location
Vienna, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$142,771,664
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$142,771,664

Contributions & income

Employer contributions
$2,756,494
Participant contributions
$11,418,984
Total income / additions
$36,286,184

Expenses & distributions

Benefits paid / distributions
$15,415,907
Total expenses
$15,654,084
Net increase / (decrease)
$20,632,100

Coverage

Total reported participants
4,566
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Jim Koons Management Co., Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Koons Automotive Group Retirement Savings Plan0012,270$142,771,6642023
Jim Koons Management Co., Inc. Flexible Benefits P5012,296not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Jim Koons Management Co., Inc.
YearPlanParticipantsSchedulesFiling
2023Koons Automotive Group Retirement Savings Plan2,270H, C20241007075741NAL0014906801001
2023Jim Koons Management Co., Inc. Flexible Benefits P2,29620250904145731NAL0010099475002

Related Form 5500 pages