2023 Form 5500 filing — J.B. Brown & Sons Profit Sharing Plan And 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 20240719070927NAL0010704640001) for J.B. Brown & Sons Profit Sharing Plan And Trust, reported by J.B. Brown & Sons under EIN 01-0036030 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.6MReported net assets$3,618,582
Participants14
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240719070927NAL0010704640001
Plan sponsor
J.B. Brown & Sons
EIN
01-0036030
Plan number
001
Location
Portland, ME
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)$3.6M total assets
Net assets$3.6MLiabilities$0
Money in vs. money out
Total income / additions$822.5K
Total expenses$4.2K
Benefits paid / distributions$4.2K
Contributions
Employer$119K
Participant$130.9K
Full reported line items
Total assets (EOY)
$3,618,582
Total liabilities (EOY)
$0
Net assets (EOY)
$3,618,582
Employer contributions
$119,032
Participant contributions
$130,926
Total income / additions
$822,500
Benefits paid
$4,176
Administrative expenses
$25
Total expenses
$4,201
Net increase / (decrease)
$818,299

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240719070927NAL0010704640001 cover?
It is the 2023 Form 5500 filing for J.B. Brown & Sons Profit Sharing Plan And Trust, reported by J.B. Brown & Sons (EIN 01-0036030).
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