How big is JMD Financial Partners, LLC's plan?

JMD Financial Partners, LLC's plan reported $419K in assets and 1 participants for 2024.

Original filing (PDF)20250702102755NAL0007536019001

JMD Financial Partners, LLC

Name: JMD Financial Partners, LLC — JMD Financial, Form 5500 (2024)
Creator: JMD Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JMD Financial Partners, LLC 401(k) P/S Plan

401(k) retirement plan · JMD Financial Partners, LLC's JMD Financial Partners, LLC 401(k) P/S Plan held $419K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$419K

Net assets (EOY)

$419K

People on this filing

Madhur Dayal signed JMD Financial Partners, LLC's 2024 Form 5500 as plan administrator.

Madhur Dayal — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JMD Financial Partners, LLC's EIN is 27-4578935.

EIN 27-4578935

Plan number 001

Plan year 2024

ACK ID 20250702102755NAL0007536019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JMD Financial Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JMD Financial Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JMD FINANCIAL PARTNERS, LLC.

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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