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M & J GROUP, INC. RETIREMENT PLAN 401k Plan overview

Plan NameM & J GROUP, INC. RETIREMENT PLAN
Plan identification number 001

M & J GROUP, INC. RETIREMENT 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.
  • 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

M & J GROUP, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & J GROUP, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01PHIL JASSO2023-07-17
0012021-01-01PHIL JASSO2022-10-04
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01FELIPE JASSO2015-10-15

Financial Data on M & J GROUP, INC. RETIREMENT PLAN

Measure Date Value
2025 : M & J GROUP, INC. RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-0997
Total expenses incurred by plan in this plan year2025-09-0973562
Net assets as of the end of the plan year2025-09-091278863
Total assets as of the beginning of the plan year2025-09-091034975
Value of plan covered by a fidelity bond2025-09-09128000
Participant contributions to plan in this plan year2025-09-09111703
Value of participant loans at end of plan year2025-09-0930530
Other contributions to plan in this plan year2025-09-0910451
Other income to plan in this plan year2025-09-09145455
Plan net income in this plan year2025-09-09243985
Net assets as of the end of the plan year2025-09-091278863
Net assets as of the beginning of the plan year2025-09-091034878
Employer contributions to plan in this plan year2025-09-0949938
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-09175
2024 : M & J GROUP, INC. RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-1497
Total expenses incurred by plan in this plan year2024-10-1455
Net assets as of the end of the plan year2024-10-141034975
Total assets as of the beginning of the plan year2024-10-14765280
Value of plan covered by a fidelity bond2024-10-14500000
Participant contributions to plan in this plan year2024-10-14102057
Value of participant loans at end of plan year2024-10-1445515
Other income to plan in this plan year2024-10-14124713
Plan net income in this plan year2024-10-14269598
Net assets as of the end of the plan year2024-10-141034878
Net assets as of the beginning of the plan year2024-10-14765280
Employer contributions to plan in this plan year2024-10-1442883
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1455
2022 : M & J GROUP, INC. RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-0418718
Net assets as of the end of the plan year2022-10-04881641
Total assets as of the beginning of the plan year2022-10-04707537
Value of plan covered by a fidelity bond2022-10-04500000
Participant contributions to plan in this plan year2022-10-0472299
Value of participant loans at end of plan year2022-10-0471725
Other income to plan in this plan year2022-10-0489529
Plan net income in this plan year2022-10-04174104
Net assets as of the end of the plan year2022-10-04881641
Net assets as of the beginning of the plan year2022-10-04707537
Value of contributions failed to transmitted timely2022-10-042326
Employer contributions to plan in this plan year2022-10-0430994
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-042192

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