2023 Form 5500 filing — Jak Schmidt, Inc. 401k Profit Sharing 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 20240703170119NAL0013938594001) for Jak Schmidt, Inc. 401k Profit Sharing Plan, reported by Jak Schmidt, Inc. under EIN 82-2070083 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240703170119NAL0013938594001
Filing year
2023
Form type
2
Plan sponsor
Jak Schmidt, Inc.
EIN
82-2070083
Plan number
001
Location
Rio Rancho, NM
Participants
2
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$15,124,213
Net assets (EOY)
$15,124,213
Employer contributions
$87,000
Participant contributions
$45,000
Total income / additions
$1,936,353
Total expenses
$69,622
Net increase / (decrease)
$1,866,731
Schedule source
Schedule I

Related Form 5500 pages