2023 Form 5500 filing — Coe Distributing Cash Balance Pension 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 20241125151527NAL0003066227001) for Coe Distributing Cash Balance Pension Plan, reported by Jmjs, Inc. Dba Coe Distributing under EIN 27-1572756 and plan number 002. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,302,173
Participants125
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241125151527NAL0003066227001
Plan sponsor
Jmjs, Inc. Dba Coe Distributing
EIN
27-1572756
Plan number
002
Location
Smock, PA
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$523.6K
Total expenses$56.9K
Benefits paid / distributions$56.7K
Contributions
Employer$324.1K
Participant$0
Full reported line items
Total assets (EOY)
$2,302,173
Total liabilities (EOY)
$0
Net assets (EOY)
$2,302,173
Employer contributions
$324,059
Participant contributions
$0
Total income / additions
$523,594
Benefits paid
$56,658
Administrative expenses
$235
Total expenses
$56,893
Net increase / (decrease)
$466,701

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241125151527NAL0003066227001 cover?
It is the 2023 Form 5500 filing for Coe Distributing Cash Balance Pension Plan, reported by Jmjs, Inc. Dba Coe Distributing (EIN 27-1572756).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages