2023 Form 5500 filing — W. Jordan, Inc. 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 20251014183544NAL0001762755001) for W. Jordan, Inc. 401(K) Profit Sharing Plan, reported by W. Jordan, Inc. under EIN 84-2114742 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$170.7KReported net assets$170,661
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20251014183544NAL0001762755001
Plan sponsor
W. Jordan, Inc.
EIN
84-2114742
Plan number
001
Location
Ephrata, 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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$170.7K total assets
Net assets$170.7KLiabilities$0
Money in vs. money out
Total income / additions-$101.8K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$170,661
Total liabilities (EOY)
$0
Net assets (EOY)
$170,661
Employer contributions
$0
Participant contributions
$0
Total income / additions
-$101,846
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
-$101,846

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251014183544NAL0001762755001 cover?
It is the 2023 Form 5500 filing for W. Jordan, Inc. 401(K) Profit Sharing Plan, reported by W. Jordan, Inc. (EIN 84-2114742).
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