Plan5500

Jones & Jones Management Group — 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, Jones & Jones Management Group (EIN 95-2754836) is a plan sponsor located in Woodland Hills, CA 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
95-2754836
Location
Woodland Hills, CA
Loaded plans
1
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 Jones & Jones Management Group

  • 1 loaded plans hold $1.7M in reported assets.
  • The largest, Jones & Jones Management Group 401k, holds 100% of this company's reported plan assets.
  • Plans cover 148 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.7MSummed across loaded plans$1,674,892
Total reported assets$1.7M$1,674,892
Total reported participants148
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets$1.7MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$179.7K
Total income / additions$406.7K
Expenses & distributions
Benefits paid / distributions$54.1K
Total expenses$55.6K
Net increase / (decrease)$351.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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%Jones & Jones Management Group 401k
Participants per plan148Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Jones & Jones Management Group 401k$1.7M
    Plan #001 · 148 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 Jones & Jones Management Group. Open one for its full reported snapshot.

  1. 2023
    Jones & Jones Management Group 401k148 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Jones & Jones Management Group report on Form 5500?
Jones & Jones Management Group (EIN 95-2754836) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Jones & Jones Management Group?
The Employer Identification Number (EIN) reported for Jones & Jones Management Group is 95-2754836.
What is the latest Form 5500 filing year for Jones & Jones Management Group?
The latest loaded Form 5500 filing year for Jones & Jones Management Group is 2023.

Related Form 5500 pages