P 401(k) Plan Report

Stable plan record

JMC WEALTH MANAGEMENT, INC. 401(K) AND PROFIT SHARING PLAN

Sponsored by JMC WEALTH MANAGEMENT, INC. · EIN/PN 364417440-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,037
Administrative cost per participant
2025
$346
Active participants
2025
9
Total plan assets
2025
$1,130,069
Participant loans as a share of assets
2025
0.5%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260612092336NAL00057360990019$3,037
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.