Jma Solutions, LLC 401(K) Plan — Form 5500 plan (Jma Solutions, LLC)

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, Jma Solutions, LLC 401(K) Plan is a benefit plan reported by Jma Solutions, LLC under EIN 47-2815850 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $8,767,353 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jma Solutions, LLC
EIN
47-2815850
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
163
End-of-year plan assets
$8,767,353

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241015154133NAL0048718928001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,767,353
Total liabilities (EOY)
$0
Net assets (EOY)
$8,767,353
Net assets (BOY)
$8,863,829

Income & contributions

Employer contributions
$299,217
Participant contributions
$780,786
Total contributions
$1,080,003
Total income / additions
$2,316,227

Expenses & distributions

Benefits paid
$2,820,042
Administrative expenses
$63,343
Total expenses
$2,883,385
Net increase / (decrease)
-$567,158

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wealthcare Advisory Partners LLCSERVICE PROVIDER$41,825not reported in the loaded dataset2023
Lincoln National CorporationSERVICE PROVIDER$18,288$02023
Dwc Erisa Consultants LLCTPA$3,230not reported in the loaded dataset2023

Related Form 5500 pages