Dave Jones Plumbing & Heating, Inc 401(k) Plan: Login, Facts & Contact Information

Dave Jones Plumbing & Heating, Inc 401(k) Plan Facts

Plan name
DAVE JONES, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
DAVE JONES, LLC.
Participants
707 (604 active employees)
Former employees with a balance
108
Plan assets
$37,473,626 at Dec 31, 2024
Average account balance
$52,854 across 709 accounts
Employer contributions
$1,423,145 in plan year 2024 (26% of all contributions)
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1994
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.50 million went into the plan in contributions, $1.42 million of it from the employer (26%).
  • $2.69 million was paid out to participants.
  • Investment and other income added $4.50 million.
  • Administrative expenses were $162,072, about $229 per account.

How the Dave Jones Plumbing & Heating, Inc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019481$14.6 million$652,707$740,873
2020515$19.5 million$848,391$867,802
2021516$24.9 million$968,351$1.24 million
2022558$23.0 million$1.11 million$1.00 million
2023635$30.4 million$1.16 million$1.17 million
2024707$37.5 million$1.42 million$2.69 million

Dave Jones Plumbing & Heating, Inc 401(k) Contact Information

Phone
608-222-8490
Mailing address
2225 KILGUST RD, MADISON WI 53713
Plan sponsor
DAVE JONES, LLC.
Employer identification number (EIN)
39-1331145
Plan number
001

Questions about the Dave Jones Plumbing & Heating, Inc 401(k)

Does Dave Jones Plumbing & Heating, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.42 million, 26% of all contributions.

Does the Dave Jones Plumbing & Heating, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Dave Jones Plumbing & Heating, Inc 401(k) plan?

707 participants at the start of plan year 2024, 604 of them active employees, and 108 former employees who still had money in the plan.

What is the average 401(k) balance at Dave Jones Plumbing & Heating, Inc?

About $52,854 per account: $37.5 million in plan assets across 709 accounts with a balance at the end of plan year 2024.

Who manages the Dave Jones Plumbing & Heating, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Dave Jones Plumbing & Heating, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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