| Plan Name | M & J GROUP, INC. RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | M & J GROUP, INC. |
| Employer identification number (EIN): | 464329405 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about M & J GROUP, INC.
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 2013-12-18 |
| Company Identification Number: | 98421499 |
| Legal Registered Office Address: |
11501 SW PACIFIC HWY STE 201 PORTLAND United States of America (USA) 97223 |
More information about M & J GROUP, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | PHIL JASSO | 2023-07-17 | ||
| 001 | 2021-01-01 | PHIL JASSO | 2022-10-04 | ||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | FELIPE JASSO | 2015-10-15 |
| Measure | Date | Value |
|---|---|---|
| 2025 : M & J GROUP, INC. RETIREMENT PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-09-09 | 97 |
| Total expenses incurred by plan in this plan year | 2025-09-09 | 73562 |
| Net assets as of the end of the plan year | 2025-09-09 | 1278863 |
| Total assets as of the beginning of the plan year | 2025-09-09 | 1034975 |
| Value of plan covered by a fidelity bond | 2025-09-09 | 128000 |
| Participant contributions to plan in this plan year | 2025-09-09 | 111703 |
| Value of participant loans at end of plan year | 2025-09-09 | 30530 |
| Other contributions to plan in this plan year | 2025-09-09 | 10451 |
| Other income to plan in this plan year | 2025-09-09 | 145455 |
| Plan net income in this plan year | 2025-09-09 | 243985 |
| Net assets as of the end of the plan year | 2025-09-09 | 1278863 |
| Net assets as of the beginning of the plan year | 2025-09-09 | 1034878 |
| Employer contributions to plan in this plan year | 2025-09-09 | 49938 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-09 | 175 |
| 2024 : M & J GROUP, INC. RETIREMENT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-10-14 | 97 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 55 |
| Net assets as of the end of the plan year | 2024-10-14 | 1034975 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 765280 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 102057 |
| Value of participant loans at end of plan year | 2024-10-14 | 45515 |
| Other income to plan in this plan year | 2024-10-14 | 124713 |
| Plan net income in this plan year | 2024-10-14 | 269598 |
| Net assets as of the end of the plan year | 2024-10-14 | 1034878 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 765280 |
| Employer contributions to plan in this plan year | 2024-10-14 | 42883 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 55 |
| 2022 : M & J GROUP, INC. RETIREMENT PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-10-04 | 18718 |
| Net assets as of the end of the plan year | 2022-10-04 | 881641 |
| Total assets as of the beginning of the plan year | 2022-10-04 | 707537 |
| Value of plan covered by a fidelity bond | 2022-10-04 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-04 | 72299 |
| Value of participant loans at end of plan year | 2022-10-04 | 71725 |
| Other income to plan in this plan year | 2022-10-04 | 89529 |
| Plan net income in this plan year | 2022-10-04 | 174104 |
| Net assets as of the end of the plan year | 2022-10-04 | 881641 |
| Net assets as of the beginning of the plan year | 2022-10-04 | 707537 |
| Value of contributions failed to transmitted timely | 2022-10-04 | 2326 |
| Employer contributions to plan in this plan year | 2022-10-04 | 30994 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-04 | 2192 |