How big is JMM & Associates, PC's plan?

JMM & Associates, PC's plan reported $2.6M in assets and 13 participants for 2023.

Original filing (PDF)20250623133940NAL0003759587001

JMM & Associates, PC

Name: JMM & Associates, PC — JMM & Associates, PC 401(k), Form 5500 (2023)
Creator: JMM & Associates, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JMM & Associates, PC 401(k) Plan

401(k) retirement plan · JMM & Associates, PC's JMM & Associates, PC 401(k) Plan held $2.6M in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

JMM & Associates, PC's EIN is 03-0280081.

EIN 03-0280081

Plan number 003

Plan year 2023

ACK ID 20250623133940NAL0003759587001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for JMM & Associates, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

JMM & Associates, PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JMM & ASSOCIATES, PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score