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CJM FINANCIAL, INC. — CJM FINANCIAL, INC. 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20251015133117NAL0002491923001
CJM FINANCIAL, INC.
Form 5500-SF
FILING_RECEIVED
CJM FINANCIAL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 23.0 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$883
Net assets (EOY)
$883
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CJM FINANCIAL, INC.
.
Find decision makers
Plan sponsor
Name
CJM FINANCIAL, INC.
EIN
20-0478749
Address
1014 SE LORENZ DRIVE · ANKENY, IA · 50021
Phone
(866) 964-8880
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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90
Knocking points off
Filed 23.0 months past the 10.5-month grace window.
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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