Original filing (PDF)20241015130441NAL0028511457001

JB MURPHY ASSOCIATES, LLC

Name: JB MURPHY ASSOCIATES, LLC — JB MURPHY ASSOCIATES, LLC PROFIT SHARING PENSION PLAN, Form 5500 (2023)
Creator: JB MURPHY ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

JB MURPHY ASSOCIATES, LLC PROFIT SHARING PENSION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 JB MURPHY ASSOCIATES, LLC.

Plan sponsor

Name

JB MURPHY ASSOCIATES, LLC

EIN

20-0395099

Address

26F CONGRESS STREET #213 · SARATOGA SPRINGS, NY · 128664189

Phone

(917) 747-2801

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

STATE MUTUAL INSURANCE COMPANY

STATE MUTUAL INSURANCE COMPANY EMPLOYEES' RETIREMENT PLAN

AMERICAN AUTOMOTIVE ALLIANCE

TWIN CITY INSURANCE

TWIN CITY INSURANCE 401(K) PLAN

GREENE FINANCE COMPANY

GREENE FINANCE COMPANY GCF BENEFIT PLAN

ROCKWAY MORTGAGE CO INC

ROCKWAY MORTGAGE CO INC OFB BENEFIT PLAN