How big is Kristy Jones CPA LLC's plan?

Kristy Jones CPA LLC's plan reported $5K in assets and 3 participants for 2023.

Original filing (PDF)20250429094434NAL0000203523001

Kristy Jones CPA LLC

Name: Kristy Jones CPA LLC — Kristy Jones CPA LLC GCF, Form 5500 (2023)
Creator: Kristy Jones CPA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kristy Jones CPA LLC GCF Benefit Plan

Health & welfare plan · Kristy Jones CPA LLC's Kristy Jones CPA LLC GCF Benefit Plan held $5K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$2K

People on this filing

Morgan Law signed Kristy Jones CPA LLC's 2023 Form 5500 as plan administrator.

Morgan Law — 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

Kristy Jones CPA LLC's EIN is 20-5908701.

EIN 20-5908701

Plan number 501

Plan year 2023

ACK ID 20250429094434NAL0000203523001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kristy Jones CPA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kristy Jones CPA LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score