Jones Machine & Tool, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jones Machine & Tool, INC.
  • Sponsor EIN: 351887070
  • Sponsor Address: 14710 N CROSS ROAD NW, FREDERICKSBURG, IN, 47120
  • Plan Type: 401(k)
  • Total Participants: 78
  • Total Assets: $3.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202478$3.1M$88,103$207,130
202372$2.4M$85,275$199,134
202278$1.9M$87,187$217,076

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