Jordan Nicholas Elliott, Inc 401(k) Plan: Login, Facts & Contact Information

Jordan Nicholas Elliott, Inc 401(k) Plan Facts

Plan name
JORDAN NICHOLAS ELLIOTT, INC. 401(K) INVESTMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
JORDAN NICHOLAS ELLIOTT, INC.
Participants
274 (228 active employees)
Plan assets
$3,313,055 at Dec 31, 2023
Average account balance
$44,771 across 74 accounts
Employer contributions
$100,388 in plan year 2023 (35% of all contributions)
Plan year
Jan 1, 2023 – Dec 31, 2023
Plan established
Jan 1, 1999
✓ 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-SF for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Jul 11, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $291,281 went into the plan in contributions, $100,388 of it from the employer (35%).
  • $212,352 was paid out to participants.
  • Investment and other income added $431,860.

How the Jordan Nicholas Elliott, Inc 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018387$1.90 million$138,851$216,752
2019353$2.35 million$116,654$249,703
2020337$2.91 million$124,367$105,580
2021312$3.50 million$112,894$174,391
2022251$2.87 million$111,060$299,286
2023274$3.31 million$100,388$212,352

Jordan Nicholas Elliott, Inc 401(k) Contact Information

Phone
863-583-9192
Mailing address
1845 E. MEMORIAL BLVD., LAKELAND FL 33801
Plan sponsor
JORDAN NICHOLAS ELLIOTT, INC.
Employer identification number (EIN)
59-3048205
Plan number
001

Questions about the Jordan Nicholas Elliott, Inc 401(k)

Does Jordan Nicholas Elliott, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $100,388, 35% of all contributions.

Does the Jordan Nicholas Elliott, Inc 401(k) have automatic enrollment?

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

How many people are in the Jordan Nicholas Elliott, Inc 401(k) plan?

274 participants at the start of plan year 2023, 228 of them active employees.

What is the average 401(k) balance at Jordan Nicholas Elliott, Inc?

About $44,771 per account: $3.31 million in plan assets across 74 accounts with a balance at the end of plan year 2023.

Who manages the Jordan Nicholas Elliott, Inc 401(k) accounts?

PCS Retirement is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Jordan Nicholas Elliott, Inc. How do I access my 401(k)?

Your account stays with PCS Retirement 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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