How big is Juanita SIMS DOTY Foundation's plan?

Juanita SIMS DOTY Foundation's plan reported $187K in assets and 4 participants for 2025.

Original filing (PDF)20260423220830NAL0002830851096

Juanita SIMS DOTY Foundation

Name: Juanita SIMS DOTY Foundation — Juanita SIMS DOTY, Form 5500 (2025)
Creator: Juanita SIMS DOTY Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Juanita SIMS DOTY Foundation 401(k) Plan

401(k) retirement plan · Juanita SIMS DOTY Foundation's Juanita SIMS DOTY Foundation 401(k) Plan held $187K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$187K

Net assets (EOY)

$187K

People on this filing

Elantha Barry signed Juanita SIMS DOTY Foundation's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Juanita SIMS DOTY Foundation's EIN is 27-3476065.

EIN 27-3476065

Plan number 001

Plan year 2025

ACK ID 20260423220830NAL0002830851096

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Juanita SIMS DOTY Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Juanita SIMS DOTY Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JUANITA SIMS DOTY FOUNDATION.

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

JUANITA SIMS DOTY FOUNDATION

EIN

all filings

Address

PO BOX 16613 · JACKSON, MS · 39236

Phone

(601) 882-9127

Industry

Health Care & Social Assistance

Plan administrator