Plan Ledger DOL Form 5500 · updated monthly

J. W. Jones Lumber Company, Inc.Profit-sharing plan

J. W. JONES LUMBER COMPANY, INC. PLAN · ELIZABETH CITY, NC · plan year 2023

Reported admin expense ratio · 2023
0.00%

J. W. Jones Lumber Company, Inc. reported $17 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.00% to 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in North Carolina (1,358th of 2,005), and 3,461st of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$6,239,433
Participants with balances171
Active participants144
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$36,488
Benefits paid to participants$308,559
Plan auditUnmodified (clean) audit opinion
AuditorBUNCH & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 163 accts
2023$6.2M · 171 accts
2022$5.5M · 172 accts · $150K emplr
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$42,850 · 0.71%
2023$17 · 0.00%
2022Not separately reported
Same employer
Similar plansWholesale Trade · North Carolina
Staline Waterworks, Inc. NC$6.9M · 0.25%
Prollenium US, Inc NC$6.7M · 0.07%
Jerrys Artarama Nc, Inc. NC$6.7M · 0.57%
Seiren North America, LLC NC$6.3M · 0.27%
La Tortilleria, Inc. NC$5.9M · 0.01%
Monroe Hardware Company NC$4.9M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 560747229 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.