J.A. Marketing, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: J.A. Marketing, INC.
  • Sponsor EIN: 930764667
  • Sponsor Address: 18160 COTTONWOOD ROAD SUITE 222, SUN RIVER, OR, 97707
  • Plan Type: 401(k)
  • Total Participants: 39
  • Total Assets: $7.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202539$7.2M$178,782$98,489
202430$6.0M$178,335$98,630
202331$4.6M$155,649$116,106
202226$3.5M$183,602$116,113

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