P 401(k) Plan Report

Stable plan record

JM WEALTH MANAGEMENT GROUP 401(K) PLAN

Sponsored by JM WEALTH MANAGEMENT GROUP · EIN/PN 870990636-001

Selected filing history

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

Employer money per active participant
2025
$3,089
Administrative cost per participant
2025
$165
Active participants
2025
4
Total plan assets
2025
$157,748
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260724093818NAL00177055680014$3,089
Public filing identifier

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