2023 Form 5500 filing — Jm Consultants, Inc. 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 20240723150200NAL0011515457002) for Jm Consultants, Inc. Profit Sharing Plan, reported by Jm Consultants, Inc. under EIN 86-0518264 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.8MReported net assets$5,779,692
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240723150200NAL0011515457002
Plan sponsor
Jm Consultants, Inc.
EIN
86-0518264
Plan number
001
Location
Scottsdale, AZ
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)$5.8M total assets
Net assets$5.8MLiabilities
Money in vs. money out
Total income / additions$982K
Total expenses$181.4K
Benefits paid / distributions$156K
Full reported line items
Total assets (EOY)
$5,779,692
Net assets (EOY)
$5,779,692
Total income / additions
$982,026
Benefits paid
$155,998
Total expenses
$181,411
Net increase / (decrease)
$800,615

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723150200NAL0011515457002 cover?
It is the 2023 Form 5500 filing for Jm Consultants, Inc. Profit Sharing Plan, reported by Jm Consultants, Inc. (EIN 86-0518264).
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