J A Myers Investments, 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 A Myers Investments, Inc. (EIN 85-1017387) is a plan sponsor located in Grass Valley, CA 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
85-1017387
Location
Grass Valley, CA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.1MSummed across loaded plans$2,051,551
Total reported assets$2.1M$2,051,551
Total reported participants3
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets$2.1MLiabilities$0
Contributions & income
Employer contributions$1.5K
Participant contributions$0
Total income / additions$99.8K
Expenses & distributions
Benefits paid / distributions$60K
Total expenses$70K
Net increase / (decrease)$29.8K

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%Century 21 Davis Realty, Inc. Profit Sharing Plan
Participants per plan3Average 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 · 3 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for J A Myers Investments, Inc.
YearPlanParticipantsSchedulesFiling
2023Century 21 Davis Realty, Inc. Profit Sharing Plan3I20240620144417NAL0003003970001

Related Form 5500 pages