Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Jones, Edmunds & 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, Jones Edmunds & Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Jones, Edmunds & Associates, Inc. under EIN 59-1533071 and plan number 002. The latest loaded filing year is 2023. The filing reports 0 participants and $1,400,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jones, Edmunds & Associates, Inc.
- EIN
- 59-1533071
- Plan number
- 002
- Plan type
- 2
- Location
- Alachua, FL
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $1,400,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H | 20250131131551NAL0004975954001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,400,000
- Total liabilities (EOY)
- $961,135
- Net assets (EOY)
- $438,865
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $38,865
- Total contributions
- $38,865
- Total income / additions
- $438,865
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $438,865
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.