2023 Form 5500 filing — J & T Latt Retirement 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 20240816105232NAL0014449665001) for J & T Latt Retirement Plan, reported by J&T Latt Inc Gerald A. Lattimer under EIN 46-0635955 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$199.8KReported net assets$199,834
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240816105232NAL0014449665001
Plan sponsor
J&T Latt Inc Gerald A. Lattimer
EIN
46-0635955
Plan number
001
Location
Lagrange, OH
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)$199.8K total assets
Net assets$199.8KLiabilities
Money in vs. money out
Total income / additions$12K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$1.8K
Participant$2.1K
Full reported line items
Total assets (EOY)
$199,834
Net assets (EOY)
$199,834
Employer contributions
$1,753
Participant contributions
$2,132
Total income / additions
$12,041
Net increase / (decrease)
$12,041

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240816105232NAL0014449665001 cover?
It is the 2023 Form 5500 filing for J & T Latt Retirement Plan, reported by J&T Latt Inc Gerald A. Lattimer (EIN 46-0635955).
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