John M. Glover Agency 401k Retirement Plan — Form 5500 plan (Jmg Insurance Corp.)
Plain-English plan 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, John M. Glover Agency 401k Retirement Plan is a benefit plan reported by Jmg Insurance Corp. under EIN 06-1387805 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $21,005,556 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jmg Insurance Corp.
- EIN
- 06-1387805
- Plan number
- 001
- Plan type
- 2
- Location
- Norwalk, CT
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $21,005,556
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241011155254NAL0011146707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,005,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,005,556
- Net assets (BOY)
- $17,244,460
Income & contributions
- Employer contributions
- $251,934
- Participant contributions
- $1,493,956
- Total contributions
- $1,920,466
- Total income / additions
- $4,795,269
Expenses & distributions
- Benefits paid
- $1,023,499
- Administrative expenses
- $10,664
- Total expenses
- $1,034,173
- Net increase / (decrease)
- $3,761,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $3,700 | $26,086 | 2023 |
| Axa Equitable Life Insurance Compan | SERVICE PROVIDER | $0 | $8,374 | 2023 |
| Nationwide Life Insurance Company | SERVICE PROVIDER | $0 | $8,374 | 2023 |
| Caron And Bletzer Pllc | SERVICE PROVIDER | $6,964 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jmg Insurance Corp.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Norwalk, CT
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Axa Equitable Life Insurance Compan — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation
- Caron And Bletzer Pllc — Schedule C compensation