L.E. Jones Company 401(K) Plan — Form 5500 plan (L.E. Jones Company)
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, L.E. Jones Company 401(K) Plan is a benefit plan reported by L.E. Jones Company under EIN 38-1359401 and plan number 003. The latest loaded filing year is 2023. The filing reports 531 participants and $43,232,737 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$43.2MPlan net assets, end of year$43,232,737
Participants531Covered participants reported
Assets / participant$81.4KComputed: assets ÷ participants$81,418 (computed)
Provider compensation$133.6K2 Schedule C provider row(s)$133,579
- Plan sponsor
- L.E. Jones Company
- EIN
- 38-1359401
- Plan number
- 003
- Plan type
- 2
- Location
- Menominee, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 531 | H, C | 20241010133930NAL0010035315001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$43.2M total assets
Net assets$43.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $43,232,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,232,737
- Net assets (BOY)
- $36,873,143
Income & contributions
- Employer contributions
- $1,673,198
- Participant contributions
- $1,970,055
- Total contributions
- $3,726,287
- Total income / additions
- $9,737,590
Expenses & distributions
- Benefits paid
- $3,237,921
- Administrative expenses
- $133,579
- Total expenses
- $3,377,996
- Net increase / (decrease)
- $6,359,594
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
46%54%
Employer 46%Participant 54%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nicolet National Bank | RETAINED BY PLAN SPONSOR | $75,943 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $57,636 | $0 | 2023 |