Jgms Employee Stock Ownership Plan — Form 5500 plan (Jgms 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, Jgms Employee Stock Ownership Plan is a benefit plan reported by Jgms Inc. under EIN 84-1602906 and plan number 001. The latest loaded filing year is 2023. The filing reports 63 participants and $5,593,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jgms Inc.
- EIN
- 84-1602906
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Junction, CO
- Latest filing year
- 2023
- Participants
- 63
- End-of-year plan assets
- $5,593,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 63 | I | 20241011133248NAL0021945409001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,593,389
- Total liabilities (EOY)
- $2,676,775
- Net assets (EOY)
- $2,916,614
- Net assets (BOY)
- $2,951,160
Income & contributions
- Employer contributions
- $265,252
- Participant contributions
- $0
- Total income / additions
- $239,046
Expenses & distributions
- Benefits paid
- $128,248
- Administrative expenses
- $56,332
- Total expenses
- $273,592
- Net increase / (decrease)
- -$34,546
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.