Original filing (PDF)20241008010813NAL0008016995001

JMBH HOLDINGS

Name: JMBH HOLDINGS — JMBH HOLDINGS 401K PLAN, Form 5500 (2023)
Creator: JMBH HOLDINGS

Form 5500-SF

FILING_RECEIVED

JMBH HOLDINGS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$655K

Net assets (EOY)

$655K

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 JMBH HOLDINGS.

Plan sponsor

Name

JMBH HOLDINGS

EIN

87-4355910

Address

14 BRAE LOCH WAY · SHELTON, CT · 06484

Phone

(203) 526-4589

Industry

Retail Tradesee all

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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