2023 Form 5500 filing — Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust
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 20240422114019NAL0000052992001) for Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust, reported by Jonathan Paul Associates, Inc. under EIN 20-3722986 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240422114019NAL0000052992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jonathan Paul Associates, Inc.
- EIN
- 20-3722986
- Plan number
- 001
- Location
- Clayton, NC
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $249,000
- Net assets (EOY)
- $249,000
- Employer contributions
- $6,000
- Total income / additions
- -$8,743
- Total expenses
- $0
- Net increase / (decrease)
- -$8,743
- Schedule source
- Schedule I