How big is Jared D. Jones, CPA, LLC's plan?

Jared D. Jones, CPA, LLC's plan reported $172K in assets and 12 participants for 2024.

Original filing (PDF)20250731141558NAL0007225664002

Jared D. Jones, CPA, LLC

Name: Jared D. Jones, CPA, LLC — Jared D. Jones CPA, LLC, Form 5500 (2024)
Creator: Jared D. Jones, CPA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jared D. Jones CPA, LLC Retirement Plan

401(k) retirement plan · Jared D. Jones, CPA, LLC's Jared D. Jones CPA, LLC Retirement Plan held $172K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$172K

Net assets (EOY)

$172K

People on this filing

Jared Jones signed Jared D. Jones, CPA, LLC's 2024 Form 5500 as plan administrator.

Jared Jones — 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

Jared D. Jones, CPA, LLC's EIN is 26-1776344.

EIN 26-1776344

Plan number 001

Plan year 2024

ACK ID 20250731141558NAL0007225664002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jared D. Jones, CPA, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jared D. Jones, CPA, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off