2023 Form 5500 filing — Joe'S Union, Lp Dba Original Joe'S Health And Welfare Plan 507

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 20251015123724NAL0009257458001) for Joe'S Union, Lp Dba Original Joe'S Health And Welfare Plan 507, reported by Joe'S Union, Lp Dba Original Joe'S under EIN 45-2430773 and plan number 507. It reports 99 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants99
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20251015123724NAL0009257458001
Plan sponsor
Joe'S Union, Lp Dba Original Joe'S
EIN
45-2430773
Plan number
507
Location
San Francisco, 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.

Money in vs. money out
Total income / additions$108.7K
Total expenses$19.9K
Benefits paid / distributions$9.5K
Contributions
Employer$108.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$108,651
Total income / additions
$108,651
Benefits paid
$9,495
Administrative expenses
$10,357
Total expenses
$19,852
Net increase / (decrease)
$88,799

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251015123724NAL0009257458001 cover?
It is the 2023 Form 5500 filing for Joe'S Union, Lp Dba Original Joe'S Health And Welfare Plan 507, reported by Joe'S Union, Lp Dba Original Joe'S (EIN 45-2430773).
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