Original filing (PDF)20230726111949NAL0021134370001

ALLISON JAMES INC

Name: ALLISON JAMES INC — ALLISON JAMES 401(K) PLAN, Form 5500 (2022)
Creator: ALLISON JAMES INC

Form 5500-SF

FILING_RECEIVED

ALLISON JAMES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLISON JAMES INC.

Plan sponsor

Name

ALLISON JAMES INC

EIN

20-8945143all filings

Address

1990 MAIN STREET, SUITE 750 · SARASOTA, FL · 34326

Phone

(970) 759-6479

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-26

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

REI JUNKIES, LLC

REI JUNKIES, LLC 401(K) PLAN

CURBOW REALTY, INC.

CURBOW REALTY, INC. 401(K) PLAN

MONARCH REALTY GROUP HOLDINGS

MONARCH REALTY GROUP HOLDINGS 401(K) PROFIT SHARING PLAN & TRUST

$0 · 91 participants

MADISON PARTNERS, INC.

MADISON PARTNERS, INC. 401(K) PLAN

MA 1 GREEN GENE LLC

MA 1 GREEN GENE LLC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.