2023 Form 5500 filing — Jdmcn Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240326084346NAL0000307664001) for Jdmcn Retirement Plan, reported by Union Installations, Inc. under EIN 47-4255939 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$328.8KReported net assets$328,824
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240326084346NAL0000307664001
Plan sponsor
Union Installations, Inc.
EIN
47-4255939
Plan number
001
Location
Bolton, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$328.8K total assets
Net assets$328.8KLiabilities
Money in vs. money out
Total income / additions$20.9K
Total expenses$4K
Benefits paid / distributions$3.7K
Contributions
Employer$6.7K
Participant$8.6K
Full reported line items
Total assets (EOY)
$328,824
Net assets (EOY)
$328,824
Employer contributions
$6,737
Participant contributions
$8,574
Total income / additions
$20,884
Benefits paid
$3,661
Total expenses
$4,021
Net increase / (decrease)
$16,863

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240326084346NAL0000307664001 cover?
It is the 2023 Form 5500 filing for Jdmcn Retirement Plan, reported by Union Installations, Inc. (EIN 47-4255939).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages