· 2022–2024 · DOL EFAST2

JC JONES & ASSOCIATES, LLC — J.C. JONES & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)

Original filing (PDF)20240521153446NAL0001492979002

JC JONES & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

J.C. JONES & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

JC JONES & ASSOCIATES, LLC

EIN

16-1531844all filings

Address

1595 MOSELEY ROAD · VICTOR, NY · 14564

Phone

(585) 899-4072

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-03-21

Filed

2024-05-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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