Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust — Form 5500 plan (Jonathan Paul Associates, 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, Jonathan Paul Associates, Inc. Profit Sharing Plan & Trust is a benefit plan reported by Jonathan Paul Associates, Inc. under EIN 20-3722986 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $249,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jonathan Paul Associates, Inc.
- EIN
- 20-3722986
- Plan number
- 001
- Plan type
- 2
- Location
- Clayton, NC
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $249,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240422114019NAL0000052992001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $249,000
- Net assets (EOY)
- $249,000
- Net assets (BOY)
- $257,743
Income & contributions
- Employer contributions
- $6,000
- Total income / additions
- -$8,743
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$8,743
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.