2023 Form 5500 filing — Jab Investments, Inc. 401(K) 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 20240617190955NAL0004540546001) for Jab Investments, Inc. 401(K) Plan, reported by Jab Investments, Inc. under EIN 82-1888048 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$450.1KReported net assets$450,079
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240617190955NAL0004540546001
Plan sponsor
Jab Investments, Inc.
EIN
82-1888048
Plan number
001
Location
Mequon, WI
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)$450.1K total assets
Net assets$450.1KLiabilities
Money in vs. money out
Total income / additions$190
Total expenses$4.6K
Benefits paid / distributions$4.4K
Contributions
EmployerNot reported
Participant$28
Full reported line items
Total assets (EOY)
$450,079
Net assets (EOY)
$450,079
Participant contributions
$28
Total income / additions
$190
Benefits paid
$4,437
Administrative expenses
$133
Total expenses
$4,570
Net increase / (decrease)
-$4,380

Related Form 5500 pages