Original filing (PDF)20250623133940NAL0003759587001

JMM & ASSOCIATES, PC

Name: JMM & ASSOCIATES, PC — JMM & ASSOCIATES, PC 401(K) PLAN, Form 5500 (2023)
Creator: JMM & ASSOCIATES, PC

Form 5500-SF

FILING_RECEIVED

JMM & ASSOCIATES, PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JMM & ASSOCIATES, PC.

Plan sponsor

Name

JMM & ASSOCIATES, PC

EIN

03-0280081

Address

463 MOUNTAIN VIEW DRIVE, SUITE 403 · COLCHESTER, VT · 054465918

Phone

(802) 655-5665

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-06-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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