Original filing (PDF)20230718132214NAL0000533971001

J.M. SORGE, INC.

Name: J.M. SORGE, INC. — J. M. SORGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: J.M. SORGE, INC.

Form 5500-SF

FILING_RECEIVED

J. M. SORGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 J.M. SORGE, INC..

Plan sponsor

Name

J.M. SORGE, INC.

EIN

22-2717516

Address

57 4TH STREET · SOMERVILLE, NJ · 08876

Phone

(908) 895-1867

Industry

Professional & Technical Servicessee 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

2023-07-18

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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