2023 Form 5500 filing — Jma Solutions, LLC 401(K) 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 20241015154133NAL0048718928001) for Jma Solutions, LLC 401(K) Plan, reported by Jma Solutions, LLC under EIN 47-2815850 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154133NAL0048718928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jma Solutions, LLC
- EIN
- 47-2815850
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,767,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,767,353
- Employer contributions
- $299,217
- Participant contributions
- $780,786
- Total income / additions
- $2,316,227
- Benefits paid
- $2,820,042
- Administrative expenses
- $63,343
- Total expenses
- $2,883,385
- Net increase / (decrease)
- -$567,158
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealthcare Advisory Partners LLC | SERVICE PROVIDER | $41,825 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $18,288 | $0 |
| Dwc Erisa Consultants LLC | TPA | $3,230 | not reported in the loaded dataset |