Plan5500

J D Captial Partners LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, J D Captial Partners LLC (EIN 02-0556477) is a plan sponsor located in Wellesley, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
02-0556477
Location
Wellesley, MA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for J D Captial Partners LLC

  • 1 loaded plans hold $895.2K in reported assets.
  • The largest, J D Captial Partners LLC 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 1 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$895.2KSummed across loaded plans$895,205
Total reported assets$895.2K$895,205
Total reported participants1
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$895.2K total assets
Net assets$895.2KLiabilities$0
Contributions & income
Employer contributions$8.7K
Participant contributions$22.5K
Total income / additions$192.8K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$90
Net increase / (decrease)$192.7K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%J D Captial Partners LLC 401(K) Profit Sharing Plan & Trust
Participants per plan1Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    J D Captial Partners LLC 401(K) Profit Sharing Plan & Trust$895.2K
    Plan #001 · 1 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for J D Captial Partners LLC. Open one for its full reported snapshot.

  1. 2023
    J D Captial Partners LLC 401(K) Profit Sharing Plan & Trust1 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does J D Captial Partners LLC report on Form 5500?
J D Captial Partners LLC (EIN 02-0556477) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for J D Captial Partners LLC?
The Employer Identification Number (EIN) reported for J D Captial Partners LLC is 02-0556477.
What is the latest Form 5500 filing year for J D Captial Partners LLC?
The latest loaded Form 5500 filing year for J D Captial Partners LLC is 2023.

Related Form 5500 pages