Jma Wireless 401k Plan — Form 5500 plan (John Mezzalingua Associates LLC D/B)
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, Jma Wireless 401k Plan is a benefit plan reported by John Mezzalingua Associates LLC D/B under EIN 90-0913004 and plan number 001. The latest loaded filing year is 2023. The filing reports 977 participants and $37,680,888 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John Mezzalingua Associates LLC D/B
- EIN
- 90-0913004
- Plan number
- 001
- Plan type
- 2
- Location
- Liverpool, NY
- Latest filing year
- 2023
- Participants
- 977
- End-of-year plan assets
- $37,680,888
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 977 | H, C | 20241009161052NAL0019604449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,680,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,680,888
- Net assets (BOY)
- $29,495,751
Income & contributions
- Employer contributions
- $1,597,614
- Participant contributions
- $4,786,140
- Total contributions
- $6,859,294
- Total income / additions
- $12,297,691
Expenses & distributions
- Benefits paid
- $4,088,340
- Administrative expenses
- $23,650
- Total expenses
- $4,112,554
- Net increase / (decrease)
- $8,185,137
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $23,650 | $0 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $5,396 | 2023 |