Jmp Investments, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jmp Investments, INC.
  • Sponsor EIN: 301195549
  • Sponsor Address: 216 GLENBROOK RD N, WAYZATA, MN, 55391
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $835,984

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$835,984$0$0
20232$723,499$0$0
20222$613,955$0$0

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