Original filing (PDF)20251211155024NAL0007527424001

KBMJ, INC. DBA MCPHERSON & NEWLAND INSURANCE

Name: KBMJ, INC. DBA MCPHERSON & NEWLAND INSURANCE — MCPHERSON & NEWLAND INSURANCE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KBMJ, INC. DBA MCPHERSON & NEWLAND INSURANCE

Form 5500-SF

FILING_RECEIVED

MCPHERSON & NEWLAND INSURANCE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KBMJ, INC. DBA MCPHERSON & NEWLAND INSURANCE.

Plan sponsor

Name

KBMJ, INC. DBA MCPHERSON & NEWLAND INSURANCE

EIN

27-2792880

Address

20 BLOOMFIELD AVENUE · FLEMINGTON, NJ · 08822

Phone

(908) 782-3710

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator