2023 Form 5500 filing — G And J Koz, Inc. Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240308074328NAL0049413042001) for G And J Koz, Inc. Retirement Plan, reported by G And J Koz, Inc. under EIN 46-1022003 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$290.3KReported net assets$290,304
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240308074328NAL0049413042001
Plan sponsor
G And J Koz, Inc.
EIN
46-1022003
Plan number
001
Location
Dallas, PA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$290.3K total assets
Net assets$290.3KLiabilities
Money in vs. money out
Total income / additions-$58.2K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$290,304
Net assets (EOY)
$290,304
Total income / additions
-$58,171
Total expenses
$0
Net increase / (decrease)
-$58,171

Related Form 5500 pages