Original filing (PDF)20260323114106NAL0001525552001

JM & SONS INC

Name: JM & SONS INC — JM & SONS INC 401K PLAN, Form 5500 (2024)
Creator: JM & SONS INC

Form 5500-SF

FILING_RECEIVED

JM & SONS INC 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 4.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$119K

Net assets (EOY)

$119K

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JM & SONS INC.

Plan sponsor

Name

JM & SONS INC

EIN

77-0321401

Address

1405 BRANHAM LN · SAN JOSE, CA · 95118

Phone

(408) 266-0272

Industry

Retail 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

2026-03-23

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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