Charles D. Jones & Company, Inc. Employee Stock Ownership Plan — Form 5500 plan (Charles D. Jones & Company, 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, Charles D. Jones & Company, Inc. Employee Stock Ownership Plan is a benefit plan reported by Charles D. Jones & Company, Inc. under EIN 44-0538292 and plan number 003. The latest loaded filing year is 2023. The filing reports 164 participants and $64,356,760 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles D. Jones & Company, Inc.
- EIN
- 44-0538292
- Plan number
- 003
- Plan type
- 2
- Location
- Riverside, MO
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $64,356,760
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H | 20241014162047NAL0026697489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,356,760
- Total liabilities (EOY)
- $1,920,665
- Net assets (EOY)
- $62,436,095
- Net assets (BOY)
- $39,617,619
Income & contributions
- Employer contributions
- $1,941,687
- Total contributions
- $1,941,687
- Total income / additions
- $26,451,687
Expenses & distributions
- Benefits paid
- $3,589,254
- Administrative expenses
- $122
- Total expenses
- $3,633,211
- Net increase / (decrease)
- $22,818,476
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.