Jm Search & Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Jm Search & Company, Inc.)

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, Jm Search & Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Jm Search & Company, Inc. under EIN 23-2793409 and plan number 002. The latest loaded filing year is 2023. The filing reports 168 participants and $30,873,240 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jm Search & Company, Inc.
EIN
23-2793409
Plan number
002
Plan type
2
Location
King Of Prussia, PA
Latest filing year
2023
Participants
168
End-of-year plan assets
$30,873,240

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20241014210044NAL0047492496001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,873,240
Total liabilities (EOY)
$0
Net assets (EOY)
$30,873,240
Net assets (BOY)
$20,877,261

Income & contributions

Employer contributions
$3,424,900
Participant contributions
$2,736,128
Total contributions
$6,596,466
Total income / additions
$10,483,573

Expenses & distributions

Benefits paid
$426,363
Administrative expenses
$61,231
Total expenses
$487,594
Net increase / (decrease)
$9,995,979

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Legacy Advisors, LLCADVISOR$38,255not reported in the loaded dataset2023
Pcs Retirement, LLCCONTRACT ADMINISTRATOR$22,976not reported in the loaded dataset2023

Related Form 5500 pages