OpenERISA

Jfm Planning Services, INC.

San Mateo, CA, 94403

EIN 46-3097379
Plans
2
Total participants
14
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Jfm Planning Services, INC. 401(K) Plan & Trust2
2024Form 5500-SF002Jfm Planning Services, INC. Defined Benefit Plan & Trust2
2023Form 5500-SF001Jfm Planning Services, INC. 401(K) Plan & Trust2
2023Form 5500-SF002Jfm Planning Services, INC. Defined Benefit Plan & Trust2
2022Form 5500-SF001Jfm Planning Services, INC. 401(K) Plan & Trust2
2021Form 5500-SF001Jfm Planning Services, INC. 401(K) Plan & Trust2
2020Form 5500-SF001Jfm Planning Services, INC. 401(K) Plan & Trust2

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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