Original filing (PDF)20250304105922NAL0006900369001

JMI REPORTS, LLC

Name: JMI REPORTS, LLC — JMI REPORTS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JMI REPORTS, LLC

Form 5500-SF

FILING_RECEIVED

JMI REPORTS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 JMI REPORTS, LLC.

Plan sponsor

Name

JMI REPORTS, LLC

EIN

83-4052951

Address

222 2ND AVENUE SOUTH · NASHVILLE, TN · 37201

Phone

(731) 298-6699

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-01-22

Filed

2025-03-04

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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