2023 Form 5500 filing — John M. Glover Agency 401k Retirement 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 20241011155254NAL0011146707001) for John M. Glover Agency 401k Retirement Plan, reported by Jmg Insurance Corp. under EIN 06-1387805 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011155254NAL0011146707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jmg Insurance Corp.
- EIN
- 06-1387805
- Plan number
- 001
- Location
- Norwalk, CT
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,005,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,005,556
- Employer contributions
- $251,934
- Participant contributions
- $1,493,956
- Total income / additions
- $4,795,269
- Benefits paid
- $1,023,499
- Administrative expenses
- $10,664
- Total expenses
- $1,034,173
- Net increase / (decrease)
- $3,761,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $3,700 | $26,086 |
| Axa Equitable Life Insurance Compan | SERVICE PROVIDER | $0 | $8,374 |
| Nationwide Life Insurance Company | SERVICE PROVIDER | $0 | $8,374 |
| Caron And Bletzer Pllc | SERVICE PROVIDER | $6,964 | not reported in the loaded dataset |