Original filing (PDF)20251013075406NAL0000810353001

MJBCV, LLC

Name: MJBCV, LLC — MJBCV INCENTIVE SAVINGS TRUST, Form 5500 (2024)
Creator: MJBCV, LLC

Form 5500-SF

FILING_RECEIVED

MJBCV INCENTIVE SAVINGS TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MJBCV, LLC.

Plan sponsor

Name

MJBCV, LLC

EIN

86-2737383

Address

64 BIRCH HILL ROAD · LOCUST VALLEY, NY · 11560

Phone

(845) 875-6500

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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