403(B) Thrift Plan Of Jamhi Health & Wellness, Inc. — Form 5500 plan (Jamhi Health & Wellness, 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, 403(B) Thrift Plan Of Jamhi Health & Wellness, Inc. is a benefit plan reported by Jamhi Health & Wellness, Inc. under EIN 92-0106659 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $4,335,541 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jamhi Health & Wellness, Inc.
EIN
92-0106659
Plan number
001
Plan type
2
Location
Juneau, AK
Latest filing year
2023
Participants
175
End-of-year plan assets
$4,335,541

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175H, C20241015184549NAL0030665041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,335,541
Total liabilities (EOY)
$0
Net assets (EOY)
$4,335,541
Net assets (BOY)
$3,856,719

Income & contributions

Employer contributions
$174,558
Participant contributions
$276,228
Total contributions
$724,614
Total income / additions
$1,266,234

Expenses & distributions

Benefits paid
$787,133
Administrative expenses
$279
Total expenses
$787,412
Net increase / (decrease)
$478,822

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$279$02023

Related Form 5500 pages