2023 Form 5500 filing — Jlb Agency 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 20240919144456NAL0006313169001) for Jlb Agency Retirement Plan, reported by Jlb Agency, Inc. under EIN 45-4763670 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240919144456NAL0006313169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jlb Agency, Inc.
- EIN
- 45-4763670
- Plan number
- 001
- Location
- Broomall, PA
- Participants
- 8
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $838,400
- Total liabilities (EOY)
- $77
- Net assets (EOY)
- $838,323
- Employer contributions
- $14,711
- Participant contributions
- $44,541
- Total income / additions
- $174,329
- Benefits paid
- $93,364
- Administrative expenses
- $2,526
- Total expenses
- $95,890
- Net increase / (decrease)
- $78,439
- Schedule source
- Schedule I