2023 Form 5500 filing — Jzm 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 20240517152159NAL0089410162001) for Jzm Retirement Plan, reported by Jzm, Inc. under EIN 82-1500439 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$680.8KReported net assets$680,827
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240517152159NAL0089410162001
Plan sponsor
Jzm, Inc.
EIN
82-1500439
Plan number
001
Location
Denver, CO
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)$681K total assets
Net assets$680.8KLiabilities$180
Money in vs. money out
Total income / additions$49.2K
Total expenses$248
Benefits paid / distributionsNot reported
Contributions
Employer$7.1K
Participant$8.9K
Full reported line items
Total assets (EOY)
$681,007
Total liabilities (EOY)
$180
Net assets (EOY)
$680,827
Employer contributions
$7,085
Participant contributions
$8,856
Total income / additions
$49,215
Administrative expenses
$248
Total expenses
$248
Net increase / (decrease)
$48,967

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240517152159NAL0089410162001 cover?
It is the 2023 Form 5500 filing for Jzm Retirement Plan, reported by Jzm, Inc. (EIN 82-1500439).
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