Plan Snapshot
- Plan Sponsor: Jbm Financial Group, INC.
- Sponsor EIN: 813992749
- Sponsor Address: 34 LOS LAGOS BLVD, PALM COAST, FL, 32137
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $138,456
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 1 | $138,456 | $0 | $0 |
| 2022 | 1 | $125,684 | $0 | $0 |