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J & M 401(K) PLAN 401k Plan overview

Plan NameJ & M 401(K) PLAN
Plan identification number 001

J & M 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

JETTON & MEREDITH, PLLC has sponsored the creation of one or more 401k plans.

Company Name:JETTON & MEREDITH, PLLC
Employer identification number (EIN):270886904
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & M 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01ERIC MEREDITH2017-07-28
0012015-01-01ERIC MEREDITH2016-10-11
0012014-01-01ERIC MEREDITH2015-10-14

Financial Data on J & M 401(K) PLAN

Measure Date Value
2025 : J & M 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-230
Total liabilities as of the end of the plan year2025-03-230
Total liabilities as of the beginning of the plan year2025-03-230
Total expenses incurred by plan in this plan year2025-03-2332436
Net assets as of the end of the plan year2025-03-231924971
Total assets as of the beginning of the plan year2025-03-231365692
Participant contributions to plan in this plan year2025-03-23180605
Value of participant loans at end of plan year2025-03-235624
Other expenses paid from plan in this plan year2025-03-230
Other contributions to plan in this plan year2025-03-23113562
Other income to plan in this plan year2025-03-23234511
Plan net income in this plan year2025-03-23559279
Net assets as of the end of the plan year2025-03-231924971
Net assets as of the beginning of the plan year2025-03-231365692
Employer contributions to plan in this plan year2025-03-2363037
Fees paid to broker by Benefit Provider2025-03-23928
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-2316436
2024 : J & M 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-050
Total liabilities as of the end of the plan year2024-03-050
Total liabilities as of the beginning of the plan year2024-03-050
Total expenses incurred by plan in this plan year2024-03-0512331
Net assets as of the end of the plan year2024-03-051365692
Total assets as of the beginning of the plan year2024-03-05889928
Participant contributions to plan in this plan year2024-03-05146385
Value of participant loans at end of plan year2024-03-057382
Other expenses paid from plan in this plan year2024-03-050
Other contributions to plan in this plan year2024-03-0586995
Other income to plan in this plan year2024-03-05203129
Plan net income in this plan year2024-03-05475764
Net assets as of the end of the plan year2024-03-051365692
Net assets as of the beginning of the plan year2024-03-05889928
Employer contributions to plan in this plan year2024-03-0551586
Fees paid to broker by Benefit Provider2024-03-054286
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-0512331
2022 : J & M 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-250
Total liabilities as of the end of the plan year2022-03-250
Total liabilities as of the beginning of the plan year2022-03-250
Total expenses incurred by plan in this plan year2022-03-2518106
Net assets as of the end of the plan year2022-03-25929514
Total assets as of the beginning of the plan year2022-03-25684783
Participant contributions to plan in this plan year2022-03-2598126
Value of participant loans at end of plan year2022-03-253042
Other expenses paid from plan in this plan year2022-03-250
Other contributions to plan in this plan year2022-03-255156
Other income to plan in this plan year2022-03-25131699
Plan net income in this plan year2022-03-25244731
Net assets as of the end of the plan year2022-03-25929514
Net assets as of the beginning of the plan year2022-03-25684783
Employer contributions to plan in this plan year2022-03-2527856
Fees paid to broker by Benefit Provider2022-03-254556
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-2510191

Potentially related plans

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