2023 Form 5500 filing — Jt Borgen Manufacturing 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 20240823132830NAL0013465042001) for Jt Borgen Manufacturing Inc. Retirement Plan, reported by Jt Borgen Manufacturing Inc. Dba Shotwell Company under EIN 87-1768202 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240823132830NAL0013465042001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jt Borgen Manufacturing Inc. Dba Shotwell Company
- EIN
- 87-1768202
- Plan number
- 001
- Location
- Lakeville, MN
- Participants
- 7
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,687,347
- Net assets (EOY)
- $1,687,347
- Employer contributions
- $23,702
- Participant contributions
- $104,952
- Total income / additions
- $246,458
- Total expenses
- $0
- Net increase / (decrease)
- $246,458
- Schedule source
- Schedule I