How big is Jesse George, III's plan?

Jesse George, III's plan reported $1.3M in assets and 4 participants for 2025.

Original filing (PDF)20260407163901NAL0007662145001

Jesse George, III

Name: Jesse George, III — George & Co. CPA PC 401(k) Plan, Form 5500 (2025)
Creator: Jesse George, III
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

George & Co. CPA PC 401(k) Plan

401(k) retirement plan · Jesse George, III's George & Co. CPA PC 401(k) Plan held $1.3M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Jesse George, III's EIN is 27-3363364.

EIN 27-3363364

Plan number 003

Plan year 2025

ACK ID 20260407163901NAL0007662145001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jesse George, III from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jesse George, III's plan includes profit-sharing, a self-directed brokerage window, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JESSE GEORGE, III.

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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 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