How big is JFM Planning Services, Inc.'s plan?

JFM Planning Services, Inc.'s plan reported $454K in assets and 2 participants for 2025.

Original filing (PDF)20260522130852NAL0003277553001

JFM Planning Services, Inc.

Name: JFM Planning Services, Inc. — JFM Planning Services, Form 5500 (2025)
Creator: JFM Planning Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JFM Planning Services, Inc. Defined Benefit Plan & Trust

Defined-benefit pension plan · JFM Planning Services, Inc.'s JFM Planning Services, Inc. Defined Benefit Plan & Trust held $454K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$454K

Net assets (EOY)

$454K

People on this filing

AMY Cook signed JFM Planning Services, Inc.'s 2025 Form 5500 as plan administrator.

AMY Cook — 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

JFM Planning Services, Inc.'s EIN is 46-3097379.

EIN 46-3097379

Plan number 002

Plan year 2025

ACK ID 20260522130852NAL0003277553001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JFM Planning Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JFM Planning Services, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JFM PLANNING SERVICES, INC..

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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 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