Jay Tee Supply Company Profit Sharing Trust & Retirement Plan — Form 5500 plan (Jay Tee Supply Company C/O John Boswell, Trustee)
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, Jay Tee Supply Company Profit Sharing Trust & Retirement Plan is a benefit plan reported by Jay Tee Supply Company C/O John Boswell, Trustee under EIN 95-2041541 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $2,341,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jay Tee Supply Company C/O John Boswell, Trustee
- EIN
- 95-2041541
- Plan number
- 001
- Plan type
- 2
- Location
- Granite Bay, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240510153347NAL0028988115002 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $2,341,942
- Net assets (EOY)
- $2,341,942
- Net assets (BOY)
- $2,182,567
Income & contributions
- Employer contributions
- $45,250
- Total income / additions
- $279,375
Expenses & distributions
- Benefits paid
- $120,000
- Total expenses
- $120,000
- Net increase / (decrease)
- $159,375
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.