2023 Form 5500 filing — J & A Caregivers LLC 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 20240819133100NAL0001490417001) for J & A Caregivers LLC 401(K) Profit Sharing Plan & Trust, reported by J & A Caregivers LLC under EIN 27-1244906 and plan number 001. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$127.3KReported net assets$127,324
Participants128
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240819133100NAL0001490417001
Plan sponsor
J & A Caregivers LLC
EIN
27-1244906
Plan number
001
Location
Chicago, IL
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$127.3K total assets
Net assets$127.3KLiabilities$0
Money in vs. money out
Total income / additions$58K
Total expenses$10.6K
Benefits paid / distributions$4.7K
Contributions
Employer$0
Participant$41.9K
Full reported line items
Total assets (EOY)
$127,324
Total liabilities (EOY)
$0
Net assets (EOY)
$127,324
Employer contributions
$0
Participant contributions
$41,933
Total income / additions
$58,022
Benefits paid
$4,712
Administrative expenses
$5,907
Total expenses
$10,619
Net increase / (decrease)
$47,403

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240819133100NAL0001490417001 cover?
It is the 2023 Form 5500 filing for J & A Caregivers LLC 401(K) Profit Sharing Plan & Trust, reported by J & A Caregivers LLC (EIN 27-1244906).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages