Jesse Michael Inc. Retirement Plan — Form 5500 plan (Jesse Michael Inc.)
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, Jesse Michael Inc. Retirement Plan is a benefit plan reported by Jesse Michael Inc. under EIN 47-4429376 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $1,516,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jesse Michael Inc.
- EIN
- 47-4429376
- Plan number
- 001
- Plan type
- 2
- Location
- Jamison, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240708120108NAL0026309682001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,516,524
- Net assets (EOY)
- $1,516,524
- Net assets (BOY)
- $1,185,389
Income & contributions
- Employer contributions
- $75,000
- Total income / additions
- $345,033
Expenses & distributions
- Benefits paid
- $13,898
- Total expenses
- $13,898
- Net increase / (decrease)
- $331,135
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.