How big is James Bourlet Inc.'s plan?

James Bourlet Inc.'s plan reported $410K in assets and 24 participants for 2024.

Original filing (PDF)20250720172455NAL0000280963001

James Bourlet Inc.

Name: James Bourlet Inc. — James Bourlet Inc. 401(k), Form 5500 (2024)
Creator: James Bourlet Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Bourlet Inc. 401(k)

401(k) retirement plan · James Bourlet Inc.'s James Bourlet Inc. 401(k) held $410K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$410K

Net assets (EOY)

$410K

People on this filing

Shirley Horner signed James Bourlet Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

James Bourlet Inc.'s EIN is 11-3108983.

EIN 11-3108983

Plan number 001

Plan year 2024

ACK ID 20250720172455NAL0000280963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James Bourlet Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James Bourlet Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES BOURLET INC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off