2023 Form 5500 filing — Jmj Associates, Llp Us Employee 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 20240926160318NAL0001614400001) for Jmj Associates, Llp Us Employee Retirement Plan, reported by Jmj Associates, Llp under EIN 45-2974282 and plan number 001. It reports 82 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.5MReported net assets$12,544,513
Participants82
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240926160318NAL0001614400001
Plan sponsor
Jmj Associates, Llp
EIN
45-2974282
Plan number
001
Location
Austin, TX
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)$12.5M total assets
Net assets$12.5MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$359.7K
Benefits paid / distributions$359.4K
Contributions
Employer$348.4K
Participant$769.2K
Full reported line items
Total assets (EOY)
$12,544,513
Total liabilities (EOY)
$0
Net assets (EOY)
$12,544,513
Employer contributions
$348,437
Participant contributions
$769,199
Total income / additions
$2,931,534
Benefits paid
$359,373
Administrative expenses
$325
Total expenses
$359,698
Net increase / (decrease)
$2,571,836

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926160318NAL0001614400001 cover?
It is the 2023 Form 5500 filing for Jmj Associates, Llp Us Employee Retirement Plan, reported by Jmj Associates, Llp (EIN 45-2974282).
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