How big is Jack Baker Insurance, LLC's plan?

Jack Baker Insurance, LLC's plan reported $2.0M in assets and 9 participants for 2024.

Original filing (PDF)20250417084758NAL0000824609001

Jack Baker Insurance, LLC

Name: Jack Baker Insurance, LLC — Jack Baker Insurance, Form 5500 (2024)
Creator: Jack Baker Insurance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jack Baker Insurance, LLC 401(k) Plan

401(k) retirement plan · Jack Baker Insurance, LLC's Jack Baker Insurance, LLC 401(k) Plan held $2.0M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Steven Bushman signed Jack Baker Insurance, LLC's 2024 Form 5500 as plan administrator.

Steven Bushman — 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

Jack Baker Insurance, LLC's EIN is 20-3987643.

EIN 20-3987643

Plan number 001

Plan year 2024

ACK ID 20250417084758NAL0000824609001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jack Baker Insurance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jack Baker Insurance, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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