Plan Ledger DOL Form 5500 · updated monthly

Jones Edmunds & Associates, Inc.401(k)

JONES EDMUNDS & ASSOCIATES, INC. 401(K) PLAN · GAINESVILLE, FL · plan year 2022

Reported admin expense ratio · 2022
0.15%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Jones Edmunds & Associates, Inc. reported $45,310 in plan administrative expenses for 2022: 0.15% of average plan assets, below the peer median. Employer contributions averaged $1,398 per active participant. 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 870th-largest of 3,644 plans among Florida employers on file, and the 4,385th of 11,654 in professional & technical services. In 2022, employees put in $6.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,065,953
Participants with balances225
Active participants149
Employer contributions$208,303
Employee contributions$1,258,396
Employer contribution per active participant$1,398
Average account balance$124,738
Benefits paid to participants$1,277,233
Plan auditUnmodified (clean) audit opinion
AuditorJAMES MOORE & CO.
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $158K emplr
2022$28.1M · 225 accts · $208K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$45,310
Total administrative$45,310
The Jones Edmunds & Associates, Inc. 401(k) match · 2022
Employer contribution per active participant$1,398
Median for plans this size$2,266

Jones Edmunds & Associates, Inc.'s 2022 employer contribution ran below the $2,266 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$45,310 · 0.15%
All plans at this employer2
JONES EDMUNDS & ASSOCIATES, INC. 401(K) PLAN401(k)
JONES EDMUNDS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 591533071 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.