2023 Form 5500 filing — Jg Asset Management 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 20250401134833NAL0004038723001) for Jg Asset Management Inc. Retirement Plan, reported by Jg Asset Management Inc. under EIN 45-3844228 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$170.4KReported net assets$170,412
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250401134833NAL0004038723001
Plan sponsor
Jg Asset Management Inc.
EIN
45-3844228
Plan number
001
Location
Longview, 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)$170.4K total assets
Net assets$170.4KLiabilities
Money in vs. money out
Total income / additions$20.5K
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
Employer$3.8K
Participant$5.4K
Full reported line items
Total assets (EOY)
$170,412
Net assets (EOY)
$170,412
Employer contributions
$3,816
Participant contributions
$5,397
Total income / additions
$20,539
Total expenses
$0
Net increase / (decrease)
$20,539

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250401134833NAL0004038723001 cover?
It is the 2023 Form 5500 filing for Jg Asset Management Inc. Retirement Plan, reported by Jg Asset Management Inc. (EIN 45-3844228).
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