J Beck Investments, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (J Beck Investments, 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, J Beck Investments, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by J Beck Investments, Inc. under EIN 84-3559367 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $71,566 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J Beck Investments, Inc.
EIN
84-3559367
Plan number
001
Plan type
2
Location
Mead, CO
Latest filing year
2023
Participants
1
End-of-year plan assets
$71,566

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20240917220958NAL0003607105001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$71,566
Total liabilities (EOY)
$0
Net assets (EOY)
$71,566
Net assets (BOY)
$107,137

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
-$35,571

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
-$35,571

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages