2023 Form 5500 filing — Sjb Group, LLC. 401(K) Profit Sharing 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 20241009093012NAL0036603250001) for Sjb Group, LLC. 401(K) Profit Sharing Plan, reported by Sjb Group, LLC under EIN 72-0454164 and plan number 002. It reports 80 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2MReported net assets$3,245,438
Participants80
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241009093012NAL0036603250001
Plan sponsor
Sjb Group, LLC
EIN
72-0454164
Plan number
002
Location
Baton Rouge, LA
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)$3.2M total assets
Net assets$3.2MLiabilities$0
Money in vs. money out
Total income / additions$622.5K
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$38.3K
Participant$152.2K
Full reported line items
Total assets (EOY)
$3,245,438
Total liabilities (EOY)
$0
Net assets (EOY)
$3,245,438
Employer contributions
$38,260
Participant contributions
$152,206
Total income / additions
$622,463
Benefits paid
$1,193,434
Administrative expenses
$9,604
Total expenses
$1,211,988
Net increase / (decrease)
-$589,525

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009093012NAL0036603250001 cover?
It is the 2023 Form 5500 filing for Sjb Group, LLC. 401(K) Profit Sharing Plan, reported by Sjb Group, LLC (EIN 72-0454164).
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