2023 Form 5500 filing — Jot Holdings, Inc. 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 20240923130823NAL0011465873001) for Jot Holdings, Inc. Retirement Plan, reported by Jot Holdings, Inc. under EIN 82-1299258 and plan number 001. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3MReported net assets$2,971,025
Participants38
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240923130823NAL0011465873001
Plan sponsor
Jot Holdings, Inc.
EIN
82-1299258
Plan number
001
Location
Deland, FL
Received date
not reported in the loaded dataset
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)$3M total assets
Net assets$3MLiabilities
Money in vs. money out
Total income / additions-$336.2K
Total expenses$1.9K
Benefits paid / distributions$1.9K
Contributions
Employer$20K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,971,025
Net assets (EOY)
$2,971,025
Employer contributions
$20,000
Total income / additions
-$336,215
Benefits paid
$1,919
Total expenses
$1,919
Net increase / (decrease)
-$338,134

Related Form 5500 pages