Original filing (PDF)20250505130526NAL0005841235001

P.L. Jones & Associates, P.C.

Name: P.L. Jones & Associates, P.C. — P.L. Jones &, Form 5500 (2023)
Creator: P.L. Jones & Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

P.L. Jones & Associates, P.C. Retirment Savings Plan

401(k) retirement plan · P.L. Jones & Associates, P.C.'s P.L. Jones & Associates, P.C. Retirment Savings Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

P.L. Jones & Associates, P.C.'s EIN is 04-3337790.

EIN 04-3337790

Plan number 001

Plan year 2023

ACK ID 20250505130526NAL0005841235001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for P.L. Jones & Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

P.L. Jones & Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for P.L. JONES & ASSOCIATES, P.C..

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Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score