2023 Form 5500 filing — J & L Marketing 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 20241014143653NAL0044904240001) for J & L Marketing Inc. Retirement Plan, reported by J & L Marketing, Inc. under EIN 61-1192518 and plan number 001. It reports 66 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,906,198
Participants66
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014143653NAL0044904240001
Plan sponsor
J & L Marketing, Inc.
EIN
61-1192518
Plan number
001
Location
Louisville, KY
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)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$411K
Total expenses$31.2K
Benefits paid / distributions$22.5K
Contributions
Employer$0
Participant$72.9K
Full reported line items
Total assets (EOY)
$1,906,198
Total liabilities (EOY)
$0
Net assets (EOY)
$1,906,198
Employer contributions
$0
Participant contributions
$72,875
Total income / additions
$410,965
Benefits paid
$22,526
Administrative expenses
$8,699
Total expenses
$31,225
Net increase / (decrease)
$379,740

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014143653NAL0044904240001 cover?
It is the 2023 Form 5500 filing for J & L Marketing Inc. Retirement Plan, reported by J & L Marketing, Inc. (EIN 61-1192518).
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