Jba Equities LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jba Equities LLC
  • Sponsor EIN: 800680509
  • Sponsor Address: 2 CHARLTON ST APT 16B, NEW YORK, NY, 100144920
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $132,320

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$132,320$9,153$23,776
20233$85,439$6,115$0
20221$71,524$0$20,500

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