Plan5500

J.M.F. Company, Inc. Pension Plan — Form 5500 plan (J.M.F. 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, J.M.F. Company, Inc. Pension Plan is a benefit plan reported by J.M.F. Company, Inc. under EIN 82-0299482 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $9,613,193 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J.M.F. Company, Inc.
EIN
82-0299482
Plan number
001
Plan type
2
Location
St Maries, ID
Latest filing year
2023
Participants
260
End-of-year plan assets
$9,613,193

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20250711132038NAL0007392497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,613,193
Total liabilities (EOY)
$3,230
Net assets (EOY)
$9,609,963
Net assets (BOY)
$8,527,063

Income & contributions

Employer contributions
$265,337
Total contributions
$265,337
Total income / additions
$1,957,838

Expenses & distributions

Benefits paid
$801,038
Administrative expenses
$73,900
Total expenses
$874,938
Net increase / (decrease)
$1,082,900

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal BankINVESTMENT INSTITUTION$39,373$02023
Powers Stromberg Pension ConsultingTHIRD PARTY ADMINISTRA$20,588not reported in the loaded dataset2023
Cliftonlarsonallen LlpAUDITOR$17,063not reported in the loaded dataset2023

Related Form 5500 pages