2023 Form 5500 filing — L.E. Jones Company 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 20241010133930NAL0010035315001) for L.E. Jones Company 401(K) Plan, reported by L.E. Jones Company under EIN 38-1359401 and plan number 003. It reports 531 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$43.2MReported net assets$43,232,737
Participants531
Provider compensation$133.6K2 Schedule C row(s)$133,579
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010133930NAL0010035315001
- Plan sponsor
- L.E. Jones Company
- EIN
- 38-1359401
- Plan number
- 003
- Location
- Menominee, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$43.2M total assets
Net assets$43.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $43,232,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,232,737
- Employer contributions
- $1,673,198
- Participant contributions
- $1,970,055
- Total income / additions
- $9,737,590
- Benefits paid
- $3,237,921
- Administrative expenses
- $133,579
- Total expenses
- $3,377,996
- Net increase / (decrease)
- $6,359,594
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nicolet National Bank | RETAINED BY PLAN SPONSOR | $75,943 | not reported in the loaded dataset |
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $57,636 | $0 |