2023 Form 5500 filing — Jb Management Inc 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 20240719102002NAL0011764272001) for Jb Management Inc 401(K) Profit Sharing Plan & Trust, reported by Jb Management Inc under EIN 59-3153831 and plan number 001. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.2KReported net assets$4,189
Participants27
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240719102002NAL0011764272001
Plan sponsor
Jb Management Inc
EIN
59-3153831
Plan number
001
Location
Clearwater, FL
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)$4.2K total assets
Net assets$4.2KLiabilities$0
Money in vs. money out
Total income / additions$160.5K
Total expenses$668.6K
Benefits paid / distributions$666.2K
Contributions
Employer$19.1K
Participant$85.2K
Full reported line items
Total assets (EOY)
$4,189
Total liabilities (EOY)
$0
Net assets (EOY)
$4,189
Employer contributions
$19,111
Participant contributions
$85,224
Total income / additions
$160,548
Benefits paid
$666,152
Administrative expenses
$2,466
Total expenses
$668,618
Net increase / (decrease)
-$508,070

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240719102002NAL0011764272001 cover?
It is the 2023 Form 5500 filing for Jb Management Inc 401(K) Profit Sharing Plan & Trust, reported by Jb Management Inc (EIN 59-3153831).
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