Original filing (PDF)20240506084940NAL0040506082001

JGH & ASSOCIATES LLC

Name: JGH & ASSOCIATES LLC — JGH & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: JGH & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

JGH & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JGH & ASSOCIATES LLC.

Plan sponsor

Name

JGH & ASSOCIATES LLC

EIN

20-4608611

Address

147 RT 70 · TOMS RIVER, NJ · 08755

Phone

(732) 323-9007

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

CANYON STATE PROFESSIONAL CLEANING SUPPLIES, LLC

GRAND CANYON JANITORIAL 401(K) PLAN

$41K · 3 participants

COLEMAN BLINDS

COLEMAN BLINDS 401K PLAN

$41K · 2 participants

MJLQ LLC

MJLQ 401(K) PLAN

$41K · 2 participants

EDDIES VARIETY INC

EDDIES VARIETY INC 401K

$41K · 11 participants

IDSI PRODUCTS OF GEORGIA, INC

IDSI PRODUCTS OF GEORGIA, INC GCF BENEFIT PLAN

$41K · 39 participants