Jo & Tb Enterprises, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Jo & Tb Enterprises, 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, Jo & Tb Enterprises, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Jo & Tb Enterprises, Inc. under EIN 82-4896239 and plan number 001. The latest loaded filing year is 2023. The filing reports 17 participants and $387,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jo & Tb Enterprises, Inc.
- EIN
- 82-4896239
- Plan number
- 001
- Plan type
- 2
- Location
- Ponte Vedra, FL
- Latest filing year
- 2023
- Participants
- 17
- End-of-year plan assets
- $387,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17 | I | 20240730160854NAL0012030067001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $387,809
- Net assets (EOY)
- $387,809
- Net assets (BOY)
- $213,246
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $13,329
- Total income / additions
- $174,563
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $174,563
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.