Jones Management Services, Llc 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2020. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Jones Management Services, Llc 401(k) Plan Facts (plan year 2020)

Plan name
JONES MANAGEMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
JONES MANAGEMENT SERVICES, LLC
Participants
1,428 (1,278 active employees)
Former employees with a balance
137
Plan assets
$33,745,470 at Dec 31, 2020
Average account balance
$69,578 across 485 accounts
Employer contributions
$806,993 in plan year 2020 (26% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2020 – Dec 31, 2020
Plan established
Jul 1, 1991
✓ 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 2020 (Jan 1, 2020 – Dec 31, 2020), filed Oct 15, 2021. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2020

  • $3.15 million went into the plan in contributions, $806,993 of it from the employer (26%).
  • $4.12 million was paid out to participants.
  • Investment and other income added $5.36 million.
  • Administrative expenses were $60,254, about $124 per account.

How the Jones Management Services, Llc 401(k) changed, 2015–2020

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20151,867$18.7 million$877,885$1.60 million
20162,145$20.9 million$883,964$1.72 million
2017977$25.9 million$921,408$1.21 million
20181,596$25.3 million$959,925$2.57 million
20191,586$29.4 million$934,996$4.26 million
20201,428$33.7 million$806,993$4.12 million

Jones Management Services, Llc 401(k) Contact Information

Phone
423-473-4213
Mailing address
201 KEITH STREET SW SUITE 80, CLEVELAND TN 37311
Plan sponsor
JONES MANAGEMENT SERVICES, LLC
Employer identification number (EIN)
62-1641169
Plan number
001

Questions about the Jones Management Services, Llc 401(k)

Is the Jones Management Services, Llc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2020, and no later filing was found under this employer's EIN.

Does Jones Management Services, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $806,993, 26% of all contributions.

Does the Jones Management Services, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Jones Management Services, Llc 401(k) plan?

1,428 participants at the start of plan year 2020, 1,278 of them active employees, and 137 former employees who still had money in the plan.

What is the average 401(k) balance at Jones Management Services, Llc?

About $69,578 per account: $33.7 million in plan assets across 485 accounts with a balance at the end of plan year 2020.

Who manages the Jones Management Services, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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