Original filing (PDF)20230905111142NAL0026965922001

ANTHONY CHRISTOPHER JONES

Name: ANTHONY CHRISTOPHER JONES — EGO 7 401(K)/PROFIT SHARING, Form 5500 (2022)
Creator: ANTHONY CHRISTOPHER JONES

Form 5500-SF

FILING_RECEIVED

EGO 7 401(K)/PROFIT SHARING

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANTHONY CHRISTOPHER JONES.

Plan sponsor

Name

ANTHONY CHRISTOPHER JONES

DBA

WEIL & JONES

EIN

01-0742014

Address

175 VARICK ST STE 418 · NEW YORK, NY · 100144604

Phone

(646) 472-7900

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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