2023 Form 5500 filing — Jay Tee Supply Company Profit Sharing Trust & 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 20240510153347NAL0028988115002) for Jay Tee Supply Company Profit Sharing Trust & Retirement Plan, reported by Jay Tee Supply Company C/O John Boswell, Trustee under EIN 95-2041541 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.3MReported net assets$2,341,942
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240510153347NAL0028988115002
- Plan sponsor
- Jay Tee Supply Company C/O John Boswell, Trustee
- EIN
- 95-2041541
- Plan number
- 001
- Location
- Granite Bay, CA
- Received date
- not reported in the loaded dataset
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)$2.3M total assets
Net assets$2.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $2,341,942
- Net assets (EOY)
- $2,341,942
- Employer contributions
- $45,250
- Total income / additions
- $279,375
- Benefits paid
- $120,000
- Total expenses
- $120,000
- Net increase / (decrease)
- $159,375