How big is Jim Bishop's plan?

Jim Bishop's plan reported $1.6M in assets and 1 participants for 2024.

Original filing (PDF)20250919171904NAL0003354451001

Jim Bishop

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

Form 5500-SF

FILING_RECEIVED

Jim Bishop 401(k)

401(k) retirement plan · Jim Bishop's Jim Bishop 401(k) held $1.6M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Jim Bishop signed Jim Bishop's 2024 Form 5500 as plan administrator.

Jim Bishop — 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

Jim Bishop's EIN is 20-3357409.

EIN 20-3357409

Plan number 001

Plan year 2024

ACK ID 20250919171904NAL0003354451001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

JIM BISHOP

EIN

all filings

Address

27181 SHENANDOAH DR · LAGUNA HILLS, CA · 926535842

Phone

(949) 464-8136

Industry

Other Services (ex. Public Admin)

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

2025-09-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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