2023 Form 5500 filing — Jmf Company 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930141345NAL0003304723001) for Jmf Company 401(K) Retirement Plan, reported by Jmf Company under EIN 36-2653677 and plan number 003. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930141345NAL0003304723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jmf Company
- EIN
- 36-2653677
- Plan number
- 003
- Location
- Bettendorf, IA
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,986,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,986,120
- Employer contributions
- $125,959
- Participant contributions
- $183,623
- Total income / additions
- $600,650
- Benefits paid
- $258,440
- Administrative expenses
- $17,089
- Total expenses
- $275,529
- Net increase / (decrease)
- $325,121
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $9,280 | $0 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $7,809 | not reported in the loaded dataset |