Jmf Company 401(K) Retirement Plan — Form 5500 plan (Jmf Company)
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, Jmf Company 401(K) Retirement Plan is a benefit plan reported by Jmf Company under EIN 36-2653677 and plan number 003. The latest loaded filing year is 2023. The filing reports 145 participants and $2,986,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jmf Company
- EIN
- 36-2653677
- Plan number
- 003
- Plan type
- 2
- Location
- Bettendorf, IA
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $2,986,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20240930141345NAL0003304723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,986,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,986,120
- Net assets (BOY)
- $2,660,999
Income & contributions
- Employer contributions
- $125,959
- Participant contributions
- $183,623
- Total contributions
- $323,666
- Total income / additions
- $600,650
Expenses & distributions
- Benefits paid
- $258,440
- Administrative expenses
- $17,089
- Total expenses
- $275,529
- Net increase / (decrease)
- $325,121
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $9,280 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $7,809 | not reported in the loaded dataset | 2023 |