Logo

EMPLOYEE BENEFIT PLAN OF THE JM FOUNDATION 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF THE JM FOUNDATION
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF THE JM FOUNDATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE JM FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE JM FOUNDATION
Employer identification number (EIN):136068340
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF THE JM FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN CORCORAN2024-10-15
0012022-01-01JOHN CORCORAN2023-10-16
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CARL HELSTROM2013-07-23
0012011-01-01CARL HELSTROM2012-07-30
0012010-01-01CARL HELSTROM2011-07-26
0012009-01-01CARL HELSTROM

Financial Data on EMPLOYEE BENEFIT PLAN OF THE JM FOUNDATION

Measure Date Value
2024 : EMPLOYEE BENEFIT PLAN OF THE JM FOUNDATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-150
Net assets as of the end of the plan year2024-10-151871971
Total assets as of the beginning of the plan year2024-10-151541698
Value of plan covered by a fidelity bond2024-10-152000000
Participant contributions to plan in this plan year2024-10-150
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15300273
Plan net income in this plan year2024-10-15330273
Net assets as of the end of the plan year2024-10-151871971
Net assets as of the beginning of the plan year2024-10-151541698
Employer contributions to plan in this plan year2024-10-1530000
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-150
2022 : EMPLOYEE BENEFIT PLAN OF THE JM FOUNDATION 2022 401k financial data
Net assets as of the end of the plan year2022-10-141917247
Total assets as of the beginning of the plan year2022-10-141606459
Value of plan covered by a fidelity bond2022-10-142000000
Other income to plan in this plan year2022-10-14287014
Plan net income in this plan year2022-10-14310788
Net assets as of the end of the plan year2022-10-141917247
Net assets as of the beginning of the plan year2022-10-141606459
Employer contributions to plan in this plan year2022-10-1423774
Fees paid to broker by Benefit Provider2022-10-1433
2009 : EMPLOYEE BENEFIT PLAN OF THE JM FOUNDATION 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$69,450
Amount contributed by the employer to the plan for this plan year2009-12-31$69,450

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF THE JM FOUNDATION

2009: EMPLOYEE BENEFIT PLAN OF THE JM FOUNDATION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1