# Jbm Financial Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jbm-financial-group-inc-401k-plan

> Jbm Financial Group, INC.'s 401(k) plan: 1 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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