Original filing (PDF)20251014075847NAL0005016418001

JM EQUIPMENT WHOLESALERS, LLC

Name: JM EQUIPMENT WHOLESALERS, LLC — JM EQUIPMENT WHOLESALERS 401K PLAN, Form 5500 (2024)
Creator: JM EQUIPMENT WHOLESALERS, LLC

Form 5500-SF

FILING_RECEIVED

JM EQUIPMENT WHOLESALERS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$351K

Net assets (EOY)

$351K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

JM EQUIPMENT WHOLESALERS, LLC

EIN

45-1534326

Address

5069 EAST MAIN STREET · BATAVIA, NY · 14020

Phone

(716) 708-4527

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

VICIVISION LLC

VIVIVISION 401K PLAN

$351K · 6 participants

KEYSTONE CRANE & HOIST COMPANY

KEYSTONE CRANE & HOIST COMPANY PROFIT SHARING PLAN

$352K · 3 participants

MB AMERICA, INC

MB AMERICA 401(K) PLAN

$352K · 24 participants

BALZER PACIFIC EQUIPMENT COMPANY

BALZER PACIFIC EQUIPMENT COMPANY 401K PROFIT SHARING PLAN

$349K · 3 participants

MACHNET, INC.

MACHNET, INC. 401(K) PROFIT SHARING PLAN

$349K · 5 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.