2023 Form 5500 filing — Jjf Management Services Inc. 401k 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 20241014153517NAL0013548755001) for Jjf Management Services Inc. 401k Plan, reported by Jjf Management Services Inc. under EIN 52-1044196 and plan number 001. It reports 1,944 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)$57.6MReported net assets$57,597,067
Participants1.9K1,944
Provider compensation$206.7K2 Schedule C row(s)$206,696
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014153517NAL0013548755001
- Plan sponsor
- Jjf Management Services Inc.
- EIN
- 52-1044196
- Plan number
- 001
- Location
- Rockville, MD
- 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)$57.6M total assets
Net assets$57.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $57,597,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,597,067
- Employer contributions
- $103,402
- Participant contributions
- $3,703,200
- Total income / additions
- $12,414,065
- Benefits paid
- $4,815,090
- Administrative expenses
- $206,696
- Total expenses
- $5,022,828
- Net increase / (decrease)
- $7,391,237
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $170,127 | not reported in the loaded dataset |
| Oneamerica Securities, Inc. | NONE | $36,569 | not reported in the loaded dataset |