Jabm Advisors, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Jabm Advisors, 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, Jabm Advisors, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Jabm Advisors, Inc. under EIN 83-3925846 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $300,604 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jabm Advisors, Inc.
- EIN
- 83-3925846
- Plan number
- 001
- Plan type
- 2
- Location
- Tarpon Springs, FL
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $300,604
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20250731084305NAL0002449555001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $300,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $300,604
- Net assets (BOY)
- $370,730
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$70,126
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$70,126
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.