Original filing (PDF)20251015083711NAL0004357297001

Jack A. Stevens, DBA Jack Stevens Financial Services

Name: Jack A. Stevens, DBA Jack Stevens Financial Services — Form 5500 (2024)
Creator: Jack A. Stevens, DBA Jack Stevens Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Jack A. Stevens, DBA Jack Stevens Financial Services held $89K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$89K

Net assets (EOY)

$89K

Plan identifiers

Jack A. Stevens, DBA Jack Stevens Financial Services' EIN is 14-1886106.

EIN 14-1886106

Plan number 001

Plan year 2024

ACK ID 20251015083711NAL0004357297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jack A. Stevens, DBA Jack Stevens Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jack A. Stevens, DBA Jack Stevens Financial Services' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACK A. STEVENS, DBA JACK STEVENS FINANCIAL SERVICES.

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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

Helping the score