Jaelliot Professional Services, Inc. 401k Profit Sharing Plan — Form 5500 plan (Jaelliot Professional Services, 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, Jaelliot Professional Services, Inc. 401k Profit Sharing Plan is a benefit plan reported by Jaelliot Professional Services, Inc. under EIN 87-2877642 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $240,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jaelliot Professional Services, Inc.
- EIN
- 87-2877642
- Plan number
- 001
- Plan type
- 2
- Location
- Oakdale, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $240,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240404161744NAL0020792480001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $240,958
- Net assets (EOY)
- $240,958
- Net assets (BOY)
- $99,930
Income & contributions
- Total income / additions
- $141,554
Expenses & distributions
- Total expenses
- $526
- Net increase / (decrease)
- $141,028
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.