How big is E. Sam Jones Distributor, Inc.'s plan?

E. Sam Jones Distributor, Inc.'s plan reported $12.3M in assets and 63 participants for 2023.

Original filing (PDF)20240528094406NAL0010625873001

E. Sam Jones Distributor, Inc.

Name: E. Sam Jones Distributor, Inc. — E. Sam Jones, Form 5500 (2023)
Creator: E. Sam Jones Distributor, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

E. Sam Jones Distributor, Inc. 401(k) Plan

401(k) retirement plan · E. Sam Jones Distributor, Inc.'s E. Sam Jones Distributor, Inc. 401(k) Plan held $12.3M in plan assets for 63 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

Plan identifiers

E. Sam Jones Distributor, Inc.'s EIN is 58-1135560.

EIN 58-1135560

Plan number 001

Plan year 2023

ACK ID 20240528094406NAL0010625873001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for E. Sam Jones Distributor, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

E. Sam Jones Distributor, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off