Plan5500

J.R. Cole Industries, 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, J.R. Cole Industries, Inc. (EIN 56-1444048) is a plan sponsor located in Charlotte, NC with 2 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
56-1444048
Location
Charlotte, NC
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for J.R. Cole Industries, Inc.

  • 2 loaded plans hold $10.2M in reported assets.
  • The largest, J.R. Cole Industries, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 343 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.2MSummed across loaded plans$10,230,119
Total reported assets$10.2M$10,230,119
Total reported participants343
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.2M total assets
Net assets$10.2MLiabilities$0
Contributions & income
Employer contributions$254K
Participant contributions$691.7K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$775.4K
Total expenses$821K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%J.R. Cole Industries, Inc. 401(K) Plan
Participants per plan172Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    J.R. Cole Industries, Inc. 401(K) Plan$10.2M
    Plan #001 · 193 participants · 2023
  2. 2
    J.R. Cole Industries, Inc. Employee Health Care Plannot reported in the loaded dataset
    Plan #503 · 150 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for J.R. Cole Industries, Inc.. Open one for its full reported snapshot.

  1. 2023
    J.R. Cole Industries, Inc. 401(K) Plan193 participants · 2Sch HSch C
    View filing →
  2. 2023
    J.R. Cole Industries, Inc. Employee Health Care Plan150 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does J.R. Cole Industries, Inc. report on Form 5500?
J.R. Cole Industries, Inc. (EIN 56-1444048) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for J.R. Cole Industries, Inc.?
The Employer Identification Number (EIN) reported for J.R. Cole Industries, Inc. is 56-1444048.
What is the latest Form 5500 filing year for J.R. Cole Industries, Inc.?
The latest loaded Form 5500 filing year for J.R. Cole Industries, Inc. is 2023.

Related Form 5500 pages