Retirement plan

JONES-HAMILTON CO. 401(K) PLAN

Name: JONES-HAMILTON CO. - JONES-HAMILTON CO. 401(K) PLAN (2022) Form 5500
Creator: JONES-HAMILTON CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JONES-HAMILTON CO. 401(K) PLAN, JONES-HAMILTON CO.

JONES-HAMILTON CO.EIN 20-3745300Plan #003PY 2022

30354 TRACY ROAD - WALBRIDGE, OH 43465419-662-8574jones-hamilton.comLinkedIn51-200 employeeschemicals

Other plans on this EIN

1 filing

#002Retirement-$122.8M assets

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$4.6M

-24.7% from 2021

Total participants

121

+5.2% from 2021

Average account balance

$42,795

-23.3% from 2021

Annual return

-12.13%

-24.39 pp from 2021

Benchmarks

See 1,872 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,872 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$8.75M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$62K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

141

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

91.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.32%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$21

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.3+ years Service code 13 · EIN 27-2037969	Contract Administrator	$10,950

Plan features & details

Pension benefit codes2E2F2G2J2T3D3F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$11K

$107 / participant

Contract admin$11K100.0%

% of EOY assets

0.237%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,795

$72,620-41.1%

$90,760-52.8%

$66,938-36.1%

Participation rate

87.3%

73.7%+13.6pp

75.7%+11.6pp

69.8%+17.4pp

Annual return

-12.13%

-12.28%+0.1pp

-12.16%0pp

1.58%-13.7pp

Employer contribution / active EE

$2,936

$2,369+23.9%

$2,922+0.5%

$2,545+15.4%

Participant deferral / active EE

$2,903

$3,979-27.0%

$4,565-36.4%

$4,238-31.5%

Admin fee / account holder

$101

$707-85.7%

$8,444-98.8%

$594-82.9%

Provider

Service type

Compensation

NEWPORT GROUP, INC.3+ years

Service code 13 · EIN 27-2037969

Contract Administrator

$10,950

JONES-HAMILTON CO. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JONES-HAMILTON CO. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion