How big is J.M. Abbott & Associates, Ltd.'s plan?

J.M. Abbott & Associates, Ltd.'s plan reported $6.0M in assets and 16 participants for 2024.

Original filing (PDF)20250707143132NAL0009214818001

J.M. Abbott & Associates, Ltd.

Name: J.M. Abbott & Associates, Ltd. — J.M. Abbott &, Form 5500 (2024)
Creator: J.M. Abbott & Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.M. Abbott & Associates, Ltd. 401(k) Plan

401(k) retirement plan · J.M. Abbott & Associates, Ltd.'s J.M. Abbott & Associates, Ltd. 401(k) Plan held $6.0M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Andrew Fitzpatrick signed J.M. Abbott & Associates, Ltd.'s 2024 Form 5500 as plan administrator.

Andrew Fitzpatrick — 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

J.M. Abbott & Associates, Ltd.'s EIN is 37-1188139.

EIN 37-1188139

Plan number 002

Plan year 2024

ACK ID 20250707143132NAL0009214818001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J.M. Abbott & Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J.M. Abbott & Associates, Ltd.'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 J.M. ABBOTT & ASSOCIATES, LTD..

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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