J.B. Cole & Son, Inc. Profit Sharing Plan — Form 5500 plan (J.B. Cole & Son, Inc.)
Plain-English plan 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, J.B. Cole & Son, Inc. Profit Sharing Plan is a benefit plan reported by J.B. Cole & Son, Inc. under EIN 04-2012219 and plan number 001. The latest loaded filing year is 2023. The filing reports 40 participants and $8,946,351 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.B. Cole & Son, Inc.
- EIN
- 04-2012219
- Plan number
- 001
- Plan type
- 2
- Location
- Bridgewater, MA
- Latest filing year
- 2023
- Participants
- 40
- End-of-year plan assets
- $8,946,351
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40 | I | 20240712123731NAL0037794210001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,946,351
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,946,351
- Net assets (BOY)
- $7,315,121
Income & contributions
- Employer contributions
- $348,774
- Participant contributions
- $189,305
- Total income / additions
- $1,899,163
Expenses & distributions
- Benefits paid
- $235,695
- Administrative expenses
- $32,238
- Total expenses
- $267,933
- Net increase / (decrease)
- $1,631,230
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.