How big is JM & Sons Inc.'s plan?

JM & Sons Inc.'s plan reported $119K in assets and 15 participants for 2024.

Original filing (PDF)20260323114106NAL0001525552001

JM & Sons Inc.

Name: JM & Sons Inc. — JM & Sons Inc. 401(k) Plan, Form 5500 (2024)
Creator: JM & Sons Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JM & Sons Inc. 401(k) Plan

401(k) retirement plan · JM & Sons Inc.'s JM & Sons Inc. 401(k) Plan held $119K in plan assets for 15 participants in 2024.

Signals · 1

Late filing · 4.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$119K

Net assets (EOY)

$119K

People on this filing

Joseph LAI signed JM & Sons Inc.'s 2024 Form 5500 as plan administrator.

Joseph LAI — 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

JM & Sons Inc.'s EIN is 77-0321401.

EIN 77-0321401

Plan number 001

Plan year 2024

ACK ID 20260323114106NAL0001525552001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JM & Sons Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JM & Sons Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 4.2 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score