Jot Holdings, Inc. Retirement Plan — Form 5500 plan (Jot Holdings, 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, Jot Holdings, Inc. Retirement Plan is a benefit plan reported by Jot Holdings, Inc. under EIN 82-1299258 and plan number 001. The latest loaded filing year is 2023. The filing reports 38 participants and $2,971,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jot Holdings, Inc.
- EIN
- 82-1299258
- Plan number
- 001
- Plan type
- 2
- Location
- Deland, FL
- Latest filing year
- 2023
- Participants
- 38
- End-of-year plan assets
- $2,971,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38 | I | 20240923130823NAL0011465873001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,971,025
- Net assets (EOY)
- $2,971,025
- Net assets (BOY)
- $3,309,159
Income & contributions
- Employer contributions
- $20,000
- Total income / additions
- -$336,215
Expenses & distributions
- Benefits paid
- $1,919
- Total expenses
- $1,919
- Net increase / (decrease)
- -$338,134
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.