How big is JMBH Holdings' plan?

JMBH Holdings' plan reported $655K in assets and 4 participants for 2023.

Original filing (PDF)20241008010813NAL0008016995001

JMBH Holdings

Name: JMBH Holdings — JMBH Holdings 401(k) Plan, Form 5500 (2023)
Creator: JMBH Holdings
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JMBH Holdings 401(k) Plan

401(k) retirement plan · JMBH Holdings' JMBH Holdings 401(k) Plan held $655K in plan assets for 4 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$655K

Net assets (EOY)

$655K

People on this filing

Jermaine Powell signed JMBH Holdings' 2023 Form 5500 as plan administrator.

Jermaine Powell — 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

JMBH Holdings' EIN is 87-4355910.

EIN 87-4355910

Plan number 001

Plan year 2023

ACK ID 20241008010813NAL0008016995001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for JMBH Holdings from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

JMBH Holdings' 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 JMBH HOLDINGS.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

JMBH HOLDINGS

EIN

all filings

Address

14 BRAE LOCH WAY · SHELTON, CT · 06484

Phone

(203) 526-4589

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-08

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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