Jon-Don, LLC Employees' 401(K) Plan — Form 5500 plan (Jon-Don, LLC)
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, Jon-Don, LLC Employees' 401(K) Plan is a benefit plan reported by Jon-Don, LLC under EIN 36-2974501 and plan number 002. The latest loaded filing year is 2023. The filing reports 602 participants and $26,778,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jon-Don, LLC
- EIN
- 36-2974501
- Plan number
- 002
- Plan type
- 2
- Location
- Roselle, IL
- Latest filing year
- 2023
- Participants
- 602
- End-of-year plan assets
- $26,778,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 602 | H | 20241014134239NAL0027437393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,778,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,778,374
- Net assets (BOY)
- $22,545,605
Income & contributions
- Employer contributions
- $501,643
- Participant contributions
- $2,068,558
- Total contributions
- $3,396,129
- Total income / additions
- $7,637,468
Expenses & distributions
- Benefits paid
- $3,302,780
- Administrative expenses
- $101,919
- Total expenses
- $3,404,699
- Net increase / (decrease)
- $4,232,769
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.