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Original filing (PDF)20240904134911NAL0020273841001
JM ENGINEERING, PLLC
Form 5500-SF
FILING_RECEIVED
JM ENGINEERING, PLLC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 27.6 mo
Active participants
6
Accounts w/ balance
8
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 27.6 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JM ENGINEERING, PLLC.
Plan sponsor
Name
JM ENGINEERING, PLLC
EIN
75-2998582
Address
812 TOOLE AVE STE E · MISSOULA, MT · 59802
Phone
(406) 542-2849
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2020-07-01
Tax period
2021-06-30
Filed
2024-09-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.