Wynn O. Jones & Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Wynn O. Jones & Associates, 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, Wynn O. Jones & Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Wynn O. Jones & Associates, Inc. under EIN 39-1418340 and plan number 001. The latest loaded filing year is 2023. The filing reports 23 participants and $5,856,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wynn O. Jones & Associates, Inc.
- EIN
- 39-1418340
- Plan number
- 001
- Plan type
- 2
- Location
- Schofield, WI
- Latest filing year
- 2023
- Participants
- 23
- End-of-year plan assets
- $5,856,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23 | I | 20240520074915NAL0001168657001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,856,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,856,619
- Net assets (BOY)
- $4,837,362
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $246,838
- Total income / additions
- $1,110,770
Expenses & distributions
- Benefits paid
- $67,317
- Administrative expenses
- $15,551
- Total expenses
- $91,513
- Net increase / (decrease)
- $1,019,257
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.