Plan5500

J.M. Equipment Company, Inc., Profit Sharing 401(K) Plan — Form 5500 plan (J.M. Equipment Company, 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, J.M. Equipment Company, Inc., Profit Sharing 401(K) Plan is a benefit plan reported by J.M. Equipment Company, Inc. under EIN 94-0693960 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $16,160,759 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J.M. Equipment Company, Inc.
EIN
94-0693960
Plan number
001
Plan type
2
Location
Manteca, CA
Latest filing year
2023
Participants
223
End-of-year plan assets
$16,160,759

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023223H, C20240904133134NAL0036519952001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,160,759
Total liabilities (EOY)
$0
Net assets (EOY)
$16,160,759
Net assets (BOY)
$15,000,587

Income & contributions

Employer contributions
$205,432
Participant contributions
$829,254
Total contributions
$1,034,686
Total income / additions
$3,240,264

Expenses & distributions

Benefits paid
$1,995,600
Administrative expenses
$84,492
Total expenses
$2,080,092
Net increase / (decrease)
$1,160,172

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock RetirementRECORDKEEPER$43,796$02023
Kestra Advisory ServicesRETAINED BY CLIENT$31,196not reported in the loaded dataset2023
Priest AmistadiRETAINED BY CLIENT$9,500not reported in the loaded dataset2023

Related Form 5500 pages