2023 Form 5500 filing — Jon-Don, LLC Employees' 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 20241014134239NAL0027437393001) for Jon-Don, LLC Employees' 401(K) Plan, reported by Jon-Don, LLC under EIN 36-2974501 and plan number 002. It reports 602 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$26.8MReported net assets$26,778,374
Participants602
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014134239NAL0027437393001
Plan sponsor
Jon-Don, LLC
EIN
36-2974501
Plan number
002
Location
Roselle, IL
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)$26.8M total assets
Net assets$26.8MLiabilities$0
Money in vs. money out
Total income / additions$7.6M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$501.6K
Participant$2.1M
Full reported line items
Total assets (EOY)
$26,778,374
Total liabilities (EOY)
$0
Net assets (EOY)
$26,778,374
Employer contributions
$501,643
Participant contributions
$2,068,558
Total income / additions
$7,637,468
Benefits paid
$3,302,780
Administrative expenses
$101,919
Total expenses
$3,404,699
Net increase / (decrease)
$4,232,769

Related Form 5500 pages