Original filing (PDF)20230501124055NAL0024255056001

J.S. Mortimer, Inc.

Name: J.S. Mortimer, Inc. — J.S. Mortimer, Inc. 401(k), Form 5500 (2022)
Creator: J.S. Mortimer, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.S. Mortimer, Inc. 401(k) Plan

401(k) retirement plan · J.S. Mortimer, Inc.'s J.S. Mortimer, Inc. 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

J.S. Mortimer, Inc.'s EIN is 04-3529621.

EIN 04-3529621

Plan number 001

Plan year 2022

ACK ID 20230501124055NAL0024255056001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for J.S. Mortimer, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

J.S. Mortimer, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.S. MORTIMER, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score