How big is JFC-Jimenez Financial Concepts, LLC's plan?

JFC-Jimenez Financial Concepts, LLC's plan reported $239K in assets and 11 participants for 2024.

Original filing (PDF)20250905033932NAL0010382531001

JFC-Jimenez Financial Concepts, LLC

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

Form 5500-SF

FILING_RECEIVED

JFC-Jimenez Financial Concepts, LLC Cash Balance Plan

Defined-benefit pension plan · JFC-Jimenez Financial Concepts, LLC's JFC-Jimenez Financial Concepts, LLC Cash Balance Plan held $239K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$239K

Net assets (EOY)

$239K

Plan identifiers

JFC-Jimenez Financial Concepts, LLC's EIN is 27-4445949.

EIN 27-4445949

Plan number 002

Plan year 2024

ACK ID 20250905033932NAL0010382531001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JFC-Jimenez Financial Concepts, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JFC-JIMENEZ FINANCIAL CONCEPTS, 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 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