Plan5500

Jm & Company Employee Benefit Plan — Form 5500 plan (Jm Search & Company)

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, Jm & Company Employee Benefit Plan is a benefit plan reported by Jm Search & Company under EIN 23-2793409 and plan number 501. The latest loaded filing year is 2023. The filing reports 105 participants and $306,818 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jm Search & Company
EIN
23-2793409
Plan number
501
Plan type
2
Location
King Of Prussia, PA
Latest filing year
2023
Participants
105
End-of-year plan assets
$306,818

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023105I, C20240905101202NAL0038499936001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$306,818
Total liabilities (EOY)
$344,105
Net assets (EOY)
-$37,287
Net assets (BOY)
-$139,308

Income & contributions

Employer contributions
$2,367,909
Participant contributions
$673,643
Total income / additions
$3,053,192

Expenses & distributions

Benefits paid
$1,807,977
Administrative expenses
$40,263
Total expenses
$2,951,171
Net increase / (decrease)
$102,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sterling Benefits, LLCBROKER$70,200not reported in the loaded dataset2023
Independence Administrators (Ia)ADMIN$40,263not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$31,022not reported in the loaded dataset2023
Connectcare3 LLCPATIENT ADVOCATE$8,517not reported in the loaded dataset2023

Related Form 5500 pages