Plain-English plan 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, J & L Ventures, LLC Retirement Savings Plan is a benefit plan reported by J & L Ventures, LLC under EIN 03-0404658 and plan number 002. The latest loaded filing year is 2023. The filing reports 448 participants and $18,153,067 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,153,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,153,067
- Net assets (BOY)
- $14,989,103
Income & contributions
- Employer contributions
- $422,517
- Participant contributions
- $1,123,314
- Total contributions
- $1,579,684
- Total income / additions
- $4,005,821
Expenses & distributions
- Benefits paid
- $816,576
- Administrative expenses
- $10,122
- Total expenses
- $841,857
- Net increase / (decrease)
- $3,163,964