J Family 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 Family Investments Inc. (EIN 85-1413351) is a plan sponsor located in Englewood, TN 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
85-1413351
Location
Englewood, TN
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 Family Investments Inc.

  • 1 loaded plans hold $418.8K in reported assets.
  • The largest, J Family Investments Inc. 401(K) Plan, 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$418.8KSummed across loaded plans$418,809
Total reported assets$418.8K$418,809
Total reported participants1
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$418.8K total assets
Net assets$418.8KLiabilities
Contributions & income
Total income / additions$177.4K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$51
Net increase / (decrease)$177.3K

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 Family Investments Inc. 401(K) Plan
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
    Plan #001 · 1 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for J Family Investments Inc.. Open one for its full reported snapshot.

  1. 2023
    J Family Investments Inc. 401(K) Plan1 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does J Family Investments Inc. report on Form 5500?
J Family Investments Inc. (EIN 85-1413351) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for J Family Investments Inc.?
The Employer Identification Number (EIN) reported for J Family Investments Inc. is 85-1413351.
What is the latest Form 5500 filing year for J Family Investments Inc.?
The latest loaded Form 5500 filing year for J Family Investments Inc. is 2023.

Related Form 5500 pages