J.B. Brown & Sons 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: J.B. Brown & Sons
  • Sponsor EIN: 010036030
  • Sponsor Address: P.O. BOX 207, PORTLAND, ME, 04112
  • Plan Type: 401(k)
  • Total Participants: 14
  • Total Assets: $4.5M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202414$4.5M$126,037$142,817
202314$3.6M$119,032$130,926
202213$2.8M$106,348$119,828