401(k)
2022 plan-year 401(k) DOL Form 5500

JOLIAMM LLC

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

JOLIAMM LLC

This 401(k) plan holds $110K in total assets and serves 123 participants as of 2022. It is sponsored by JOLIAMM LLC in Illinois. The plan reported positive net income of $7K for the year.

Total Assets (2023)
$110K
Participants
123
State
Industry
Other Services

What the Filing Says About JOLIAMM LLC

JOLIAMM LLC is a 401(k) retirement plan sponsored by JOLIAMM LLC, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $110K in total end-of-year assets and covers 123 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 812955676, and the plan has been effective since 2017-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $103K at the beginning of 2022 to $110K at year-end — a gain of 6.6%. Net assets (after liabilities) closed the year at $110K, with reported net income of $7K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$103K
Total Assets (End of Year)$110K
Net Assets (End of Year)$110K
Net Income$7K
Plan Type401(k)
Employer EIN812955676
Plan Effective Date2017-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the JOLIAMM LLC?
As of the 2022 Form 5500 filing, JOLIAMM LLC holds $110K in total assets with 123 participants. It is sponsored by JOLIAMM LLC.
What type of plan is JOLIAMM LLC?
JOLIAMM LLC is a 401(k) plan. It has been effective since 2017-08-01. The plan is filed with the U.S. Department of Labor under EIN 812955676.
Who sponsors the JOLIAMM LLC?
JOLIAMM LLC is sponsored by JOLIAMM LLC, located in Illinois. The sponsor's EIN is 812955676 and the plan operates in the Other Services industry.
How did JOLIAMM LLC perform in 2022?
JOLIAMM LLC grew by 6.6% during 2022, moving from $103K to $110K in total assets. Net income was $7K.
Where can I find official filings for JOLIAMM LLC?
Official Form 5500 filings for JOLIAMM LLC are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 812955676 or plan name at efast.dol.gov.
How does JOLIAMM LLC compare to other plans?
You can compare JOLIAMM LLC against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 812955676.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.