Jlb Agency Retirement Plan — Form 5500 plan (Jlb Agency, 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, Jlb Agency Retirement Plan is a benefit plan reported by Jlb Agency, Inc. under EIN 45-4763670 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $838,400 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jlb Agency, Inc.
- EIN
- 45-4763670
- Plan number
- 001
- Plan type
- 2
- Location
- Broomall, PA
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $838,400
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240919144456NAL0006313169001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $838,400
- Total liabilities (EOY)
- $77
- Net assets (EOY)
- $838,323
- Net assets (BOY)
- $759,884
Income & contributions
- Employer contributions
- $14,711
- Participant contributions
- $44,541
- Total income / additions
- $174,329
Expenses & distributions
- Benefits paid
- $93,364
- Administrative expenses
- $2,526
- Total expenses
- $95,890
- Net increase / (decrease)
- $78,439
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.