2023 Form 5500 filing — Jba Equities LLC 401(K) 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 20240708133604NAL0024815378001) for Jba Equities LLC 401(K) Profit Sharing Plan & Trust, reported by Jba Equities LLC under EIN 80-0680509 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$85.4KReported net assets$85,439
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240708133604NAL0024815378001
Plan sponsor
Jba Equities LLC
EIN
80-0680509
Plan number
001
Location
New York, NY
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)$85.4K total assets
Net assets$85.4KLiabilities$0
Money in vs. money out
Total income / additions$13.9K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$6.1K
Participant$0
Full reported line items
Total assets (EOY)
$85,439
Total liabilities (EOY)
$0
Net assets (EOY)
$85,439
Employer contributions
$6,115
Participant contributions
$0
Total income / additions
$13,915
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$13,915

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240708133604NAL0024815378001 cover?
It is the 2023 Form 5500 filing for Jba Equities LLC 401(K) Profit Sharing Plan & Trust, reported by Jba Equities LLC (EIN 80-0680509).
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