2023 Form 5500 filing — Jones Dealerships, 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 20241011105443NAL0012392259001) for Jones Dealerships, Inc. 401(K) Plan, reported by Jones Dealerships, Incorporated under EIN 23-1578590 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011105443NAL0012392259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jones Dealerships, Incorporated
- EIN
- 23-1578590
- Plan number
- 001
- Location
- Lancaster, PA
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,061,851
- Total liabilities (EOY)
- $15,929
- Net assets (EOY)
- $14,045,922
- Employer contributions
- $157,156
- Participant contributions
- $396,627
- Total income / additions
- $3,071,843
- Benefits paid
- $1,545,019
- Administrative expenses
- $58,042
- Total expenses
- $1,603,061
- Net increase / (decrease)
- $1,468,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fulton Financial Advisors | NONE | $57,081 | $0 |