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J.M. FORBES & CO. LLP

EIN 04-1335260-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$15.9M assets
Welfare
0
Participants
25
121 MOUNT VERNON STREET - BOSTON, MA 02108617-423-5705
Plans on this EIN
1 filing
#001401k-$15.9M - 25 part

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Retirement#001

J.M. FORBES & CO. EMPLOYEES PROFIT SHARING PLAN

401k

Assets$15.9M
Participants25
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J.M. FORBES & CO. EMPLOYEES PROFIT SHARING PLAN401k$15.9M252025
Retirement plans
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