2023 Form 5500 filing — Jesse Michael 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 20240708120108NAL0026309682001) for Jesse Michael Inc. Retirement Plan, reported by Jesse Michael Inc. under EIN 47-4429376 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)$1.5MReported net assets$1,516,524
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240708120108NAL0026309682001
Plan sponsor
Jesse Michael Inc.
EIN
47-4429376
Plan number
001
Location
Jamison, 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)$1.5M total assets
Net assets$1.5MLiabilities
Money in vs. money out
Total income / additions$345K
Total expenses$13.9K
Benefits paid / distributions$13.9K
Contributions
Employer$75K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,516,524
Net assets (EOY)
$1,516,524
Employer contributions
$75,000
Total income / additions
$345,033
Benefits paid
$13,898
Total expenses
$13,898
Net increase / (decrease)
$331,135

Related Form 5500 pages