2023 Form 5500 filing — Jones Sign Co., Inc. 401(K) Plan And 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 20241015100022NAL0014361011001) for Jones Sign Co., Inc. 401(K) Plan And Trust, reported by Jones Sign Co., Inc. under EIN 39-1233920 and plan number 001. It reports 614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100022NAL0014361011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jones Sign Co., Inc.
- EIN
- 39-1233920
- Plan number
- 001
- Location
- De Pere, WI
- Participants
- 614
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,048,290
- Total liabilities (EOY)
- $53,737
- Net assets (EOY)
- $28,994,553
- Employer contributions
- $1,255,261
- Participant contributions
- $2,372,690
- Total income / additions
- $8,221,174
- Benefits paid
- $1,572,278
- Administrative expenses
- $55,557
- Total expenses
- $1,627,835
- Net increase / (decrease)
- $6,593,339
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $42,246 | not reported in the loaded dataset |
| Millennium Investment & Retirement | INVESTMENT ADVISOR | $12,237 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $9,819 |
| Charles Schwab And Co., Inc. | CUSTODIAN | $6 | $0 |