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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.
  • 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

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

Company Name:J & M, INC.
Employer identification number (EIN):640690152
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

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
0012023-07-01JUDY WARD2024-08-09
0012022-07-01JUDY WARD2023-11-21
0012021-07-01JUDY WARD2023-01-04
0012020-07-01JUDY WARD2021-10-08
0012019-07-01JUDY WARD2020-12-18
0012018-07-01JUDY WARD2020-03-16
0012017-07-01JUDY WARD2018-09-24
0012016-07-01JUDY WARD2017-12-22
0012015-07-01JUDY WARD2016-09-09
0012014-07-01JUDY WARD2016-01-20
0012013-07-01JUDY WARD2014-11-18
0012012-07-01JUDY WARD2014-01-30
0012011-07-01JUDY WARD2013-01-16
0012010-07-01JUDY WARD2011-09-12

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 year2025-08-200
Total liabilities as of the end of the plan year2025-08-200
Total liabilities as of the beginning of the plan year2025-08-200
Total expenses incurred by plan in this plan year2025-08-2022294
Net assets as of the end of the plan year2025-08-20451571
Total assets as of the beginning of the plan year2025-08-20422278
Value of plan covered by a fidelity bond2025-08-20100000
Participant contributions to plan in this plan year2025-08-2010667
Value of participant loans at end of plan year2025-08-2028091
Other expenses paid from plan in this plan year2025-08-200
Other contributions to plan in this plan year2025-08-200
Other income to plan in this plan year2025-08-2040920
Plan net income in this plan year2025-08-2029293
Net assets as of the end of the plan year2025-08-20451571
Net assets as of the beginning of the plan year2025-08-20422278
Employer contributions to plan in this plan year2025-08-200
Fees paid to broker by Benefit Provider2025-08-202331
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-20353
2024 : J & M 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-090
Total liabilities as of the end of the plan year2024-08-090
Total liabilities as of the beginning of the plan year2024-08-090
Total expenses incurred by plan in this plan year2024-08-09158224
Net assets as of the end of the plan year2024-08-09422278
Total assets as of the beginning of the plan year2024-08-09500450
Value of plan covered by a fidelity bond2024-08-09100000
Participant contributions to plan in this plan year2024-08-097565
Other expenses paid from plan in this plan year2024-08-090
Other contributions to plan in this plan year2024-08-090
Other income to plan in this plan year2024-08-0972487
Plan net income in this plan year2024-08-09-78172
Net assets as of the end of the plan year2024-08-09422278
Net assets as of the beginning of the plan year2024-08-09500450
Employer contributions to plan in this plan year2024-08-090
Fees paid to broker by Benefit Provider2024-08-09374
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-091253
2023 : J & M 401(K) PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-01-040
Total liabilities as of the end of the plan year2023-01-040
Total liabilities as of the beginning of the plan year2023-01-040
Total expenses incurred by plan in this plan year2023-01-0442525
Net assets as of the end of the plan year2023-01-04431294
Total assets as of the beginning of the plan year2023-01-04527776
Value of plan covered by a fidelity bond2023-01-04100000
Participant contributions to plan in this plan year2023-01-046088
Value of participant loans at end of plan year2023-01-0486863
Other expenses paid from plan in this plan year2023-01-040
Other contributions to plan in this plan year2023-01-040
Other income to plan in this plan year2023-01-04-60045
Plan net income in this plan year2023-01-04-96482
Net assets as of the end of the plan year2023-01-04431294
Net assets as of the beginning of the plan year2023-01-04527776
Employer contributions to plan in this plan year2023-01-040
Fees paid to broker by Benefit Provider2023-01-042699
Expensese paid to adminstrative service provicers from plan in this plan year2023-01-04653

Potentially related plans

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