Original filing (PDF)20250127120507NAL0007170035001

ERIK S. JONES, D.O., PLLC

Name: ERIK S. JONES, D.O., PLLC — DR. JONES FAMILY MEDICINE 401(K) PLAN, Form 5500 (2024)
Creator: ERIK S. JONES, D.O., PLLC

Form 5500-SF

FILING_RECEIVED

DR. JONES FAMILY MEDICINE 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$638K

Net assets (EOY)

$638K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ERIK S. JONES, D.O., PLLC.

Plan sponsor

Name

ERIK S. JONES, D.O., PLLC

EIN

20-1006532

Address

222 NORTH 2ND STREET, SUITE 311 · BOISE, ID · 83702

Phone

(208) 344-6080

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