Jimenez Investment Group Inc. Retirement Plan — Form 5500 plan (Jimenez Investment Group 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, Jimenez Investment Group Inc. Retirement Plan is a benefit plan reported by Jimenez Investment Group Inc. under EIN 84-2615932 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $518,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jimenez Investment Group Inc.
- EIN
- 84-2615932
- Plan number
- 001
- Plan type
- 2
- Location
- Pearland, TX
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $518,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241003201437NAL0017955136001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $518,008
- Net assets (EOY)
- $518,008
- Net assets (BOY)
- $18,260
Income & contributions
- Total income / additions
- $511,671
Expenses & distributions
- Total expenses
- $11,923
- Net increase / (decrease)
- $499,748
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.