Jjf Management Services Inc. 401k Plan — Form 5500 plan (Jjf Management Services 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, Jjf Management Services Inc. 401k Plan is a benefit plan reported by Jjf Management Services Inc. under EIN 52-1044196 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,944 participants and $57,597,067 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jjf Management Services Inc.
EIN
52-1044196
Plan number
001
Plan type
2
Location
Rockville, MD
Latest filing year
2023
Participants
1,944
End-of-year plan assets
$57,597,067

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,944H, C20241014153517NAL0013548755001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,597,067
Total liabilities (EOY)
$0
Net assets (EOY)
$57,597,067
Net assets (BOY)
$50,205,830

Income & contributions

Employer contributions
$103,402
Participant contributions
$3,703,200
Total contributions
$3,846,108
Total income / additions
$12,414,065

Expenses & distributions

Benefits paid
$4,815,090
Administrative expenses
$206,696
Total expenses
$5,022,828
Net increase / (decrease)
$7,391,237

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services, LLCNONE$170,127not reported in the loaded dataset2023
Oneamerica Securities, Inc.NONE$36,569not reported in the loaded dataset2023

Related Form 5500 pages