Joy Cone Co. Employee Stock Ownership Plan — Form 5500 plan (Joy Cone Co.)
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, Joy Cone Co. Employee Stock Ownership Plan is a benefit plan reported by Joy Cone Co. under EIN 25-1153491 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,154 participants and $163,741,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joy Cone Co.
- EIN
- 25-1153491
- Plan number
- 001
- Plan type
- 2
- Location
- Hermitage, PA
- Latest filing year
- 2023
- Participants
- 1,154
- End-of-year plan assets
- $163,741,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,154 | H | 20241126135700NAL0011162960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $163,741,374
- Total liabilities (EOY)
- $66,126,735
- Net assets (EOY)
- $97,614,639
- Net assets (BOY)
- $48,580,739
Income & contributions
- Employer contributions
- $4,225,466
- Total contributions
- $8,419,254
- Total income / additions
- $57,637,152
Expenses & distributions
- Benefits paid
- $7,296,869
- Administrative expenses
- $0
- Total expenses
- $8,603,252
- Net increase / (decrease)
- $49,033,900
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.