Original filing (PDF)20250714140155NAL0001593200002

JNB INSURANCE SERVICES INC.

Name: JNB INSURANCE SERVICES INC. — JNB INSURANCE SERVICES INC. I 401K CHARLES SCHWAB & CO INC CUST, Form 5500 (2024)
Creator: JNB INSURANCE SERVICES INC.

Form 5500-SF

FILING_RECEIVED

JNB INSURANCE SERVICES INC. I 401K CHARLES SCHWAB & CO INC CUST

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JNB INSURANCE SERVICES INC..

Plan sponsor

Name

JNB INSURANCE SERVICES INC.

EIN

20-1601391

Address

5021 PALOMAR DR · TARZANA, CA · 91356

Phone

(818) 609-0566

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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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