J. J. Mcdonnell & Co., Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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. J. Mcdonnell & Co., Inc. (EIN 52-1482094) is a plan sponsor located in Elkridge, MD with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-1482094
Location
Elkridge, MD
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,504,500
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$9,504,500

Contributions & income

Employer contributions
$170,262
Participant contributions
$486,710
Total income / additions
$2,093,277

Expenses & distributions

Benefits paid / distributions
$114,504
Total expenses
$150,677
Net increase / (decrease)
$1,942,600

Coverage

Total reported participants
376
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

J. J. Mcdonnell & Co., Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
J. J. Mcdonnell & Co., Inc. 401(K) Profit Sharing Plan001178$9,504,5002023
J. J. Mcdonnell & Co. , Inc. Welfare Benefit Plan501198not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for J. J. Mcdonnell & Co., Inc.
YearPlanParticipantsSchedulesFiling
2023J. J. Mcdonnell & Co., Inc. 401(K) Profit Sharing Plan178H, C20241010083542NAL0020695809001
2023J. J. Mcdonnell & Co. , Inc. Welfare Benefit Plan198C20250314094506NAL0011770435001

Related Form 5500 pages