How big is J.M. Sorge, Inc.'s plan?

J.M. Sorge, Inc.'s plan reported $2.4M in assets and 24 participants for 2022.

Original filing (PDF)20230718132214NAL0000533971001

J.M. Sorge, Inc.

Name: J.M. Sorge, Inc. — J. M. Sorge, Inc. 401(k) Profit, Form 5500 (2022)
Creator: J.M. Sorge, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. M. Sorge, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · J.M. Sorge, Inc.'s J. M. Sorge, Inc. 401(k) Profit Sharing Plan and Trust held $2.4M in plan assets for 24 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

J.M. Sorge, Inc.'s EIN is 22-2717516.

EIN 22-2717516

Plan number 001

Plan year 2022

ACK ID 20230718132214NAL0000533971001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for J.M. Sorge, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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