Plan5500

Jordan Machine 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, Jordan Machine Co, Inc (EIN 63-0674849) is a plan sponsor located in Birmingham, AL 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
63-0674849
Location
Birmingham, AL
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 Jordan Machine Co, Inc

  • 2 loaded plans hold $15.8M in reported assets.
  • The largest, Jordan Machine Company, Inc. Employee Stock Ownership Plan, holds 88% of this company's reported plan assets.
  • Plans cover 63 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.3MSummed across loaded plans$12,313,696
Total reported assets$15.8M$15,833,761
Total reported participants63
Total reported liabilities$3.5M$3,520,065

Reported net position

Reported assets = net assets + liabilities (summed)$15.8M total assets
Net assets$12.3MLiabilities$3.5M
Contributions & income
Employer contributions$444.6K
Participant contributions$77K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$790.4K
Total expenses$887.4K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets88%Jordan Machine Company, Inc. Employee Stock Ownership Plan
Participants per plan32Average 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
    Jordan Machine Company, Inc. Employee Stock Ownership Plan$13.9M
    Plan #002 · 38 participants · 2023
  2. 2
    Jordan Machine Co, Inc 401(K) Profit Sharing Plan$2M
    Plan #001 · 25 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 Jordan Machine Co, Inc. Open one for its full reported snapshot.

  1. 2023
    Jordan Machine Company, Inc. Employee Stock Ownership Plan38 participants · 2Sch I
    View filing →
  2. 2023
    Jordan Machine Co, Inc 401(K) Profit Sharing Plan25 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Jordan Machine Co, Inc report on Form 5500?
Jordan Machine Co, Inc (EIN 63-0674849) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Jordan Machine Co, Inc?
The Employer Identification Number (EIN) reported for Jordan Machine Co, Inc is 63-0674849.
What is the latest Form 5500 filing year for Jordan Machine Co, Inc?
The latest loaded Form 5500 filing year for Jordan Machine Co, Inc is 2023.

Related Form 5500 pages