2023 Form 5500 filing — Jm & Company Employee Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240905101202NAL0038499936001) for Jm & Company Employee Benefit Plan, reported by Jm Search & Company under EIN 23-2793409 and plan number 501. It reports 105 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905101202NAL0038499936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jm Search & Company
- EIN
- 23-2793409
- Plan number
- 501
- Location
- King Of Prussia, PA
- Participants
- 105
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $306,818
- Total liabilities (EOY)
- $344,105
- Net assets (EOY)
- -$37,287
- Employer contributions
- $2,367,909
- Participant contributions
- $673,643
- Total income / additions
- $3,053,192
- Benefits paid
- $1,807,977
- Administrative expenses
- $40,263
- Total expenses
- $2,951,171
- Net increase / (decrease)
- $102,021
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sterling Benefits, LLC | BROKER | $70,200 | not reported in the loaded dataset |
| Independence Administrators (Ia) | ADMIN | $40,263 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $31,022 | not reported in the loaded dataset |
| Connectcare3 LLC | PATIENT ADVOCATE | $8,517 | not reported in the loaded dataset |