2023 Form 5500 filing — Jones Edmunds & Associates, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240607141759NAL0023675313001) for Jones Edmunds & Associates, Inc. 401(K) Plan, reported by Jones Edmunds & Associates, Inc. under EIN 59-1533071 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240607141759NAL0023675313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jones Edmunds & Associates, Inc.
- EIN
- 59-1533071
- Plan number
- 001
- Location
- Gainesville, FL
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $157,676
- Participant contributions
- $759,871
- Total income / additions
- $3,733,957
- Benefits paid
- $3,421,531
- Administrative expenses
- $31,183
- Total expenses
- $3,452,714
- Net increase / (decrease)
- $281,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acec Retirement Trust | OTHER | $25,147 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,912 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,124 | not reported in the loaded dataset |