How big is J. M. Bozeman Enterprises, Inc.'s plan?

J. M. Bozeman Enterprises, Inc.'s plan reported $4.2M in assets and 255 participants for 2024.

Original filing (PDF)20251013123400NAL0001222097001

J. M. Bozeman Enterprises, Inc.

Name: J. M. Bozeman Enterprises, Inc. — J. M. Bozeman, Form 5500 (2024)
Creator: J. M. Bozeman Enterprises, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

J. M. Bozeman Enterprises, Inc. 401(k) Plan

401(k) retirement plan · J. M. Bozeman Enterprises, Inc.'s J. M. Bozeman Enterprises, Inc. 401(k) Plan held $4.2M in plan assets for 255 participants in 2024.

Signals · 3

100% in single holdingCorrective distributions issuedNo recordkeeper disclosed

Active participants

255

Accounts w/ balance

130

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Robert Laster signed J. M. Bozeman Enterprises, Inc.'s 2024 Form 5500 as plan administrator.

Robert Laster — 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. Bozeman Enterprises, Inc.'s EIN is 71-0793001.

EIN 71-0793001

Plan number 001

Plan year 2024

ACK ID 20251013123400NAL0001222097001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J. M. Bozeman Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J. M. Bozeman Enterprises, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J. M. BOZEMAN ENTERPRISES, INC..

Finding similar companies…

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Plan sponsor

Name

J. M. BOZEMAN ENTERPRISES, INC.

EIN

all filings

Address

166 SELTZER LANE · MALVERN, AR · 72104

Phone

(501) 844-4060

Industry

Transportation & Warehousing

Plan administrator