2023 Form 5500 filing — Jdo And Associates 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 20240914170046NAL0006879299001) for Jdo And Associates Inc Profit Sharing Plan, reported by Jdo And Associates Inc under EIN 95-3433379 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$447.3KReported net assets$447,274
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240914170046NAL0006879299001
Plan sponsor
Jdo And Associates Inc
EIN
95-3433379
Plan number
002
Location
Bell Canyon, 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)$447.3K total assets
Net assets$447.3KLiabilities$0
Money in vs. money out
Total income / additions$19.6K
Total expenses$15.7K
Benefits paid / distributions$11.6K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$447,274
Total liabilities (EOY)
$0
Net assets (EOY)
$447,274
Employer contributions
$0
Participant contributions
$0
Total income / additions
$19,603
Benefits paid
$11,592
Administrative expenses
$4,095
Total expenses
$15,687
Net increase / (decrease)
$3,916

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240914170046NAL0006879299001 cover?
It is the 2023 Form 5500 filing for Jdo And Associates Inc Profit Sharing Plan, reported by Jdo And Associates Inc (EIN 95-3433379).
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