How big is J.S. Mortimer, Inc.'s plan?

J.S. Mortimer, Inc.'s plan reported $2.7M in assets and 14 participants for 2023.

Original filing (PDF)20250714103726NAL0000792867001

J.S. Mortimer, Inc.

Name: J.S. Mortimer, Inc. — J.S. Mortimer, Inc. Profit, Form 5500 (2023)
Creator: J.S. Mortimer, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.S. Mortimer, Inc. Profit Sharing Plan

401(k) retirement plan · J.S. Mortimer, Inc.'s J.S. Mortimer, Inc. Profit Sharing Plan held $2.7M in plan assets for 14 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

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

EIN 04-3529621

Plan number 002

Plan year 2023

ACK ID 20250714103726NAL0000792867001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for J.S. Mortimer, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score