2023 Form 5500 filing — John M. Glover Agency 401k 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 20241011155254NAL0011146707001) for John M. Glover Agency 401k Retirement Plan, reported by Jmg Insurance Corp. under EIN 06-1387805 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$21MReported net assets$21,005,556
Participants246
Provider compensation$53.5K4 Schedule C row(s)$53,498
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011155254NAL0011146707001
- Plan sponsor
- Jmg Insurance Corp.
- EIN
- 06-1387805
- Plan number
- 001
- Location
- Norwalk, CT
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$21M total assets
Net assets$21MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,005,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,005,556
- Employer contributions
- $251,934
- Participant contributions
- $1,493,956
- Total income / additions
- $4,795,269
- Benefits paid
- $1,023,499
- Administrative expenses
- $10,664
- Total expenses
- $1,034,173
- Net increase / (decrease)
- $3,761,096
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $3,700 | $26,086 |
| Axa Equitable Life Insurance Compan | SERVICE PROVIDER | $0 | $8,374 |
| Nationwide Life Insurance Company | SERVICE PROVIDER | $0 | $8,374 |
| Caron And Bletzer Pllc | SERVICE PROVIDER | $6,964 | not reported in the loaded dataset |