2023 Form 5500 filing — Fj Management Inc. Employee Stock Ownership 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 20240925084925NAL0005324019001) for Fj Management Inc. Employee Stock Ownership Plan, reported by Fj Management Inc. under EIN 94-1663458 and plan number 003. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$102.8MReported net assets$102,835,040
Participants213
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240925084925NAL0005324019001
Plan sponsor
Fj Management Inc.
EIN
94-1663458
Plan number
003
Location
Salt Lake City, UT
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)$103M total assets
Net assets$102.8MLiabilities$142K
Money in vs. money out
Total income / additions$8M
Total expenses$5.3M
Benefits paid / distributions$5.3M
Full reported line items
Total assets (EOY)
$102,977,078
Total liabilities (EOY)
$142,038
Net assets (EOY)
$102,835,040
Total income / additions
$7,974,120
Benefits paid
$5,348,925
Administrative expenses
$0
Total expenses
$5,348,925
Net increase / (decrease)
$2,625,195

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925084925NAL0005324019001 cover?
It is the 2023 Form 5500 filing for Fj Management Inc. Employee Stock Ownership Plan, reported by Fj Management Inc. (EIN 94-1663458).
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