2023 Form 5500 filing — Jones Junction Inc 401(K) Profit Sharing Plan & Trust
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 20241009142456NAL0018534193001) for Jones Junction Inc 401(K) Profit Sharing Plan & Trust, reported by Jones Junction Inc under EIN 52-0815262 and plan number 001. It reports 544 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009142456NAL0018534193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jones Junction Inc
- EIN
- 52-0815262
- Plan number
- 001
- Location
- Bel Air, MD
- Participants
- 544
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,793,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,793,919
- Employer contributions
- $5,064
- Participant contributions
- $2,327,710
- Total income / additions
- $5,094,058
- Benefits paid
- $809,375
- Administrative expenses
- $77,354
- Total expenses
- $943,158
- Net increase / (decrease)
- $4,150,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kelly Financial Group LLC | ADVISOR | $41,061 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $32,457 | not reported in the loaded dataset |