How big is John J. Utsey's plan?

John J. Utsey's plan reported $1.7M in assets and 4 participants for 2024.

Original filing (PDF)20250710090448NAL0014755090001

John J. Utsey

Name: John J. Utsey — JEFF Utsey 401(k) Plan, Form 5500 (2024)
Creator: John J. Utsey
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEFF Utsey 401(k) Plan

401(k) retirement plan · John J. Utsey's JEFF Utsey 401(k) Plan held $1.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

John J. Utsey signed John J. Utsey's 2024 Form 5500 as plan administrator.

John J. Utsey — 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

John J. Utsey's EIN is 27-0589827.

EIN 27-0589827

Plan number 001

Plan year 2024

ACK ID 20250710090448NAL0014755090001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John J. Utsey from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John J. Utsey's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN J. UTSEY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Plan sponsor

Name

JOHN J. UTSEY

EIN

all filings

Address

P.O. BOX 615 · BUTLER, AL · 36904

Phone

(205) 459-3791

Industry

Law Offices· Professional & Technical Services

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

2025-07-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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