J & G Enterprise Group, Inc. — 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 & G Enterprise Group, Inc. (EIN 20-3948142) is a plan sponsor located in Lexington, SC 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
20-3948142
Location
Lexington, SC
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 & G Enterprise Group, Inc.

  • 1 loaded plans hold $152.8K in reported assets.
  • The largest, J & G Enterprise Group Inc. Pension Transfer Trust Plan, holds 100% of this company's reported plan assets.
  • Plans cover 7 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$152.8KSummed across loaded plans$152,841
Total reported assets$152.8K$152,841
Total reported participants7
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$152.8K total assets
Net assets$152.8KLiabilities
Contributions & income
Employer contributions$4.4K
Participant contributionsNot reported
Total income / additions$630
Expenses & distributions
Benefits paid / distributions$2.2K
Total expenses$2.2K
Net increase / (decrease)-$1.6K

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 & G Enterprise Group Inc. Pension Transfer Trust Plan
Participants per plan7Average 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
    Plan #001 · 7 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for J & G Enterprise Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    J & G Enterprise Group Inc. Pension Transfer Trust Plan7 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does J & G Enterprise Group, Inc. report on Form 5500?
J & G Enterprise Group, Inc. (EIN 20-3948142) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for J & G Enterprise Group, Inc.?
The Employer Identification Number (EIN) reported for J & G Enterprise Group, Inc. is 20-3948142.
What is the latest Form 5500 filing year for J & G Enterprise Group, Inc.?
The latest loaded Form 5500 filing year for J & G Enterprise Group, Inc. is 2023.

Related Form 5500 pages