Jackson-Bear Group, Inc. Profit Sharing Plan — Form 5500 plan (Jackson-Bear Group, Inc.)
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, Jackson-Bear Group, Inc. Profit Sharing Plan is a benefit plan reported by Jackson-Bear Group, Inc. under EIN 20-2204280 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $355,620 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$355.6KPlan net assets, end of year$355,620
Participants6Covered participants reported
Assets / participant$59.3KComputed: assets ÷ participants$59,270 (computed)
Provider compensationNone reported
- Plan sponsor
- Jackson-Bear Group, Inc.
- EIN
- 20-2204280
- Plan number
- 001
- Plan type
- 2
- Location
- Ft. Myers, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240806075657NAL0004688962001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$355.6K total assets
Net assets$355.6KLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $355,620
- Net assets (EOY)
- $355,620
- Net assets (BOY)
- $502,479
Income & contributions
- Total income / additions
- -$146,859
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$146,859
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.