Original filing (PDF)20240610114714NAL0026571969001

JDM, LLC

Name: JDM, LLC — JDM, LLC Retirement Plan, Form 5500 (2023)
Creator: JDM, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JDM, LLC Retirement Plan

401(k) retirement plan · JDM, LLC's JDM, LLC Retirement Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

JDM, LLC's EIN is 20-4928792.

EIN 20-4928792

Plan number 001

Plan year 2023

ACK ID 20240610114714NAL0026571969001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

JDM, LLC'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 JDM, LLC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

JDM, LLC

EIN

all filings

Address

1550 VILLAGE SQUARE BLVD · TALLAHASSEE, FL · 323092774

Phone

(850) 702-5361

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-09

Filed

2024-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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