Jones, Jackson, Moll, Mcginnis, Stocks, Plc Profit — Form 5500 plan (Jones, Jackson, Moll, Mcginnis, Stocks, Plc)
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, Jackson, Moll, Mcginnis, Stocks, Plc Profit is a benefit plan reported by Jones, Jackson, Moll, Mcginnis, Stocks, Plc under EIN 74-0416864 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $11,557,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jones, Jackson, Moll, Mcginnis, Stocks, Plc
- EIN
- 74-0416864
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Smith, AR
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $11,557,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20240924101154NAL0007348131004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,557,695
- Net assets (EOY)
- $11,557,695
- Net assets (BOY)
- $10,205,079
Income & contributions
- Participant contributions
- $45,174
- Total income / additions
- $1,421,147
Expenses & distributions
- Benefits paid
- $14,399
- Administrative expenses
- $54,132
- Total expenses
- $68,531
- Net increase / (decrease)
- $1,352,616
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.