Original filing (PDF)20250702103533NAL0032686658001

JTP OF TAMPA BAY, INC.

Name: JTP OF TAMPA BAY, INC. — JTP OF TAMPA BAY, INC. 401(K) PS PLAN, Form 5500 (2024)
Creator: JTP OF TAMPA BAY, INC.

Form 5500-SF

FILING_RECEIVED

JTP OF TAMPA BAY, INC. 401(K) PS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$904K

Net assets (EOY)

$904K

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 (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JTP OF TAMPA BAY, INC.

EIN

26-0120741

Address

2113 WEST HILLS AVENUE · TAMPA, FL · 33606

Phone

(813) 785-4812

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

2025-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Related plans

Similar-size Finance & Insurance plans

OPUS CAPITAL MANAGEMENT CORP.

GLADOWSKY CAPITAL MANAGEMENT CORP. CASH BALANCE PLAN

$903K · 3 participants

ACG MANAGEMENT SOLUTIONS LLC

ACG MANAGEMENT SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST

$905K · 12 participants

JBT WEALTH MANAGEMENT

JBT WEALTH MANAGEMENT 401(K) PLAN

$897K · 14 participants

TOLA CAPITAL MANAGEMENT, LLC

TOLA CAPITAL MANAGEMENT, LLC 401(K) PLAN

$895K · 14 participants

MARK S. COLETTA

MARK S. COLETTA 401(K) P/S PLAN