Original filing (PDF)20240403120455NAL0017900352001

W.H. JONES & SON, INC.

Name: W.H. JONES & SON, INC. — W.H. JONES & SON EMPLOYEES 401(K) PLAN, Form 5500 (2023)
Creator: W.H. JONES & SON, INC.

Form 5500-SF

FILING_RECEIVED

W.H. JONES & SON EMPLOYEES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for W.H. JONES & SON, INC..

Plan sponsor

Name

W.H. JONES & SON, INC.

EIN

16-0773929

Address

1208 MILITARY RD · BUFFALO, NY · 142171833

Phone

(716) 875-8233

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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