Joy Cone Co. 401(K) Profit Sharing 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. 401(K) Profit Sharing Plan is a benefit plan reported by Joy Cone Co. under EIN 25-1153491 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,120 participants and $123,006,428 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
002
Plan type
2
Location
Hermitage, PA
Latest filing year
2023
Participants
1,120
End-of-year plan assets
$123,006,428

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,120H, C20241015122536NAL0029619505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$123,006,428
Total liabilities (EOY)
$46,282
Net assets (EOY)
$122,960,146
Net assets (BOY)
$97,302,325

Income & contributions

Employer contributions
$3,668,900
Participant contributions
$5,869,630
Total contributions
$9,614,455
Total income / additions
$29,936,612

Expenses & distributions

Benefits paid
$4,255,551
Administrative expenses
$2,606
Total expenses
$4,278,791
Net increase / (decrease)
$25,657,821

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles Schwab TrustNONE$0$25,3462023
Stancorp Financial GroupNONE$2,606$1,2032023

Related Form 5500 pages