Retirement plan

JONES-HAMILTON CO. 401(K) PLAN

Name: JONES-HAMILTON CO. - JONES-HAMILTON CO. 401(K) PLAN (2024) 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 2024

570 LONGBOW DR - MAUMEE, OH 43537419-887-7099jones-hamilton.comLinkedIn51-200 employeeschemicals

Other plans on this EIN

1 filing

#002Retirement-$148.9M assets

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$7.3M

+20.9% from 2023

Total participants

145

+6.6% from 2023

Average account balance

$54,303

+10.1% from 2023

Annual return

15.51%

-4.27 pp from 2023

Benchmarks

See 1,848 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,848 peers

Snapshot2024

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.

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

$5K

$37 / participant

Recordkeeping$5K97.0%
Contract admin$1403.0%

% of EOY assets

0.065%

all-in expense ratio

Categories reported

2 / 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

$54,303

$78,562-30.9%

$105,608-48.6%

$74,429-27.0%

Participation rate

91.3%

72.8%+18.5pp

75.3%+16.0pp

67.2%+24.1pp

Annual return

15.51%

15.94%-0.4pp

116.50%-101.0pp

1368.38%-1352.9pp

Employer contribution / active EE

$3,596

$2,521+42.6%

$3,167+13.6%

$2,625+37.0%

Participant deferral / active EE

$3,543

$4,321-18.0%

$5,010-29.3%

$4,348-18.5%

Admin fee / account holder

$35

$2,217-98.4%

$11,028-99.7%

$1,944-98.2%

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