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

[ EIN: 04-1335260 | Plan No. 001 ]

According to Department of Labor Form 5500 data, J.M. FORBES & CO. LLP sponsors J.M. FORBES & CO. EMPLOYEES PROFIT SHARING PLAN, categorized as a 401(k) plan. The filing shows 25 participants and total assets of $13,078,275 for the plan year 2024.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: J.M. FORBES & CO. LLP

Location: 121 MOUNT VERNON STREET, BOSTON, MA 02108

EIN: 041335260

Plan Number: 001

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 25

Total Assets: $13,078,275

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