2023 Form 5500 filing — J & M Business Enterprises, Inc 401(K) 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 20241014135338NAL0015053859001) for J & M Business Enterprises, Inc 401(K) Plan, reported by J & M Business Enterprises, Inc under EIN 81-3143695 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$28.4KReported net assets$28,441
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014135338NAL0015053859001
Plan sponsor
J & M Business Enterprises, Inc
EIN
81-3143695
Plan number
001
Location
Fullerton, CA
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)$28.4K total assets
Net assets$28.4KLiabilities
Money in vs. money out
Total income / additions-$19.7K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$402
Participant$1.1K
Full reported line items
Total assets (EOY)
$28,441
Net assets (EOY)
$28,441
Employer contributions
$402
Participant contributions
$1,050
Total income / additions
-$19,665
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
-$19,665

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014135338NAL0015053859001 cover?
It is the 2023 Form 5500 filing for J & M Business Enterprises, Inc 401(K) Plan, reported by J & M Business Enterprises, Inc (EIN 81-3143695).
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