Jones Companies Retirement Plan — Form 5500 plan (Jones Company, 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, Jones Companies Retirement Plan is a benefit plan reported by Jones Company, LLC under EIN 62-1296826 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $7,667,521 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.7MPlan net assets, end of year$7,667,521
Participants214Covered participants reported
Assets / participant$35.8KComputed: assets ÷ participants$35,830 (computed)
Provider compensation$32.1K2 Schedule C provider row(s)$32,112
- Plan sponsor
- Jones Company, LLC
- EIN
- 62-1296826
- Plan number
- 001
- Plan type
- 2
- Location
- Humboldt, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20241015081957NAL0014239011001 |
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)$7.7M total assets
Net assets$7.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,667,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,667,521
- Net assets (BOY)
- $8,261,126
Income & contributions
- Employer contributions
- $164,981
- Participant contributions
- $332,951
- Total contributions
- $497,932
- Total income / additions
- $1,564,576
Expenses & distributions
- Benefits paid
- $2,126,069
- Administrative expenses
- $32,112
- Total expenses
- $2,158,181
- Net increase / (decrease)
- -$593,605
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.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets28%Computed ratio
Benefits paid ÷ total income136%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,112 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |