2023 Form 5500 filing — Jk & Co 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 20240730150511NAL0013539827001) for Jk & Co 401(K) Profit Sharing Plan & Trust, reported by Jk & Co under EIN 47-4421335 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$479.3KReported net assets$479,290
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240730150511NAL0013539827001
Plan sponsor
Jk & Co
EIN
47-4421335
Plan number
001
Location
Santa Monica, CA
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)$479.3K total assets
Net assets$479.3KLiabilities$0
Money in vs. money out
Total income / additions$244.6K
Total expenses$1.5K
Benefits paid / distributions$0
Contributions
Employer$97.4K
Participant$41K
Full reported line items
Total assets (EOY)
$479,290
Total liabilities (EOY)
$0
Net assets (EOY)
$479,290
Employer contributions
$97,409
Participant contributions
$41,000
Total income / additions
$244,550
Benefits paid
$0
Administrative expenses
$1,547
Total expenses
$1,547
Net increase / (decrease)
$243,003

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730150511NAL0013539827001 cover?
It is the 2023 Form 5500 filing for Jk & Co 401(K) Profit Sharing Plan & Trust, reported by Jk & Co (EIN 47-4421335).
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