Jt And Associates, LLC 401(K) Plan — Form 5500 plan (Jt And Associates, LLC)
Plain-English plan 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, Jt And Associates, LLC 401(K) Plan is a benefit plan reported by Jt And Associates, LLC under EIN 26-1588174 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $1,326,116 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt And Associates, LLC
- EIN
- 26-1588174
- Plan number
- 001
- Plan type
- 2
- Location
- Elm Grove, WI
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $1,326,116
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20241001170112NAL0007150817001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,326,116
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,326,116
- Net assets (BOY)
- $1,198,417
Income & contributions
- Employer contributions
- $19,535
- Participant contributions
- $68,106
- Total income / additions
- $269,756
Expenses & distributions
- Benefits paid
- $142,032
- Administrative expenses
- $25
- Total expenses
- $142,057
- Net increase / (decrease)
- $127,699
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.