How big is JP Financial Solutions, LLC's plan?

JP Financial Solutions, LLC's plan reported $102K in assets and 3 participants for 2024.

Original filing (PDF)20251017161553NAL0015648066001

JP Financial Solutions, LLC

Name: JP Financial Solutions, LLC — JP Financial, Form 5500 (2024)
Creator: JP Financial Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JP Financial Solutions, LLC 401(k) Plan

401(k) retirement plan · JP Financial Solutions, LLC's JP Financial Solutions, LLC 401(k) Plan held $102K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

Plan identifiers

JP Financial Solutions, LLC's EIN is 27-1031701.

EIN 27-1031701

Plan number 001

Plan year 2024

ACK ID 20251017161553NAL0015648066001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JP Financial Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JP Financial Solutions, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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