2023 Form 5500 filing — Joule Ventures 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 20241002144525NAL0008972561001) for Joule Ventures Inc. Retirement Plan, reported by Joule Ventures Inc. under EIN 47-3072792 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$138.7KReported net assets$138,684
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241002144525NAL0008972561001
Plan sponsor
Joule Ventures Inc.
EIN
47-3072792
Plan number
001
Location
West Seneca, NY
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)$138.7K total assets
Net assets$138.7KLiabilities
Money in vs. money out
Total income / additions-$21.2K
Total expenses$508
Benefits paid / distributions$482
Full reported line items
Total assets (EOY)
$138,684
Net assets (EOY)
$138,684
Total income / additions
-$21,213
Benefits paid
$482
Administrative expenses
$26
Total expenses
$508
Net increase / (decrease)
-$21,721

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002144525NAL0008972561001 cover?
It is the 2023 Form 5500 filing for Joule Ventures Inc. Retirement Plan, reported by Joule Ventures Inc. (EIN 47-3072792).
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