J & L Ventures, LLC — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, J & L Ventures, LLC (EIN 03-0404658) is a plan sponsor located in Rome, GA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 03-0404658
- Location
- Rome, GA
- Loaded plans
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $18,153,067
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $18,153,067
Contributions & income
- Employer contributions
- $422,517
- Participant contributions
- $1,123,314
- Total income / additions
- $4,005,821
Expenses & distributions
- Benefits paid / distributions
- $816,576
- Total expenses
- $841,857
- Net increase / (decrease)
- $3,163,964
Coverage
- Total reported participants
- 1,518
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| J & L Ventures, LLC Retirement Savings Plan | 002 | 448 | $18,153,067 | 2023 |
| J&L Ventures, LLC Health Insurance & Dental | 502 | 560 | not reported in the loaded dataset | 2023 |
| J&L Ventures, LLC Long-Term & Short-Term Disability And Basic & Dependent Life | 501 | 510 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | J & L Ventures, LLC Retirement Savings Plan | 448 | H, C | 20241015063959NAL0015913443001 |
| 2023 | J&L Ventures, LLC Long-Term & Short-Term Disability And Basic & Dependent Life | 510 | — | 20250411142346NAL0038320080001 |
| 2023 | J&L Ventures, LLC Health Insurance & Dental | 560 | — | 20250411142346NAL0038320080002 |