2023 Form 5500 filing — Jm Washington 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 20241003110338NAL0009755137001) for Jm Washington Inc. Retirement Plan, reported by Jm Washington Inc. under EIN 45-5341358 and plan number 001. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.9MReported net assets$2,912,420
Participants17
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241003110338NAL0009755137001
Plan sponsor
Jm Washington Inc.
EIN
45-5341358
Plan number
001
Location
Chelan, WA
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)$2.9M total assets
Net assets$2.9MLiabilities
Money in vs. money out
Total income / additions$2.2M
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
Employer$7.4K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,912,420
Net assets (EOY)
$2,912,420
Employer contributions
$7,419
Total income / additions
$2,227,157
Total expenses
$0
Net increase / (decrease)
$2,227,157

Related Form 5500 pages