Retirement plan

J & M PRESS, INC. CASH BALANCE PLAN

Name: J & M PRESS, INC. - J & M PRESS, INC. CASH BALANCE PLAN (2025) Form 5500
Creator: J & M PRESS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J & M PRESS, INC. CASH BALANCE PLAN, J & M PRESS, INC.

J & M PRESS, INC.EIN 33-0666070Plan #002PY 2025

19200 VON KARMAN AVENUE, SUITE 600 - IRVINE, CA 92612714-469-0440jandmpress.comLinkedIn1-10 employees

Prospect flagsLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$3.2M

+4.8% from 2024

Total participants

0.0% from 2024

Average account balance

No prior year

Annual return

4.76%

-6.10 pp from 2024

Benchmarks

See 230 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined benefit

Participants<25

Cohort230 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.22M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$1.1M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$894

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.76%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes1C1I3D

Plan features

1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$12K

$3919 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.366%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$418,949-100.0%

Participation rate

0.0%

0.0%0pp

35.7%-35.7pp

Annual return

4.76%

9.44%-4.7pp

9.14%-4.4pp

15.19%-10.4pp

Employer contribution / active EE

$894

$27,134-96.7%

$21,225-95.8%

$34,877-97.4%

Participant deferral / active EE

$22-100.0%

$86-100.0%

Admin fee / account holder

$50,584-100.0%

J & M PRESS, INC. CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J & M PRESS, INC. CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion