How big is J.G Hendricks Financial Services, LLC's plan?

J.G Hendricks Financial Services, LLC's plan reported $729K in assets and 5 participants for 2025.

Original filing (PDF)20260309072055NAL0002166803001

J.G Hendricks Financial Services, LLC

Name: J.G Hendricks Financial Services, LLC — J.G. Hendric, Form 5500 (2025)
Creator: J.G Hendricks Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.G. Hendricks Financial Services, LLC Cash Balance Plan

Defined-benefit pension plan · J.G Hendricks Financial Services, LLC's J.G. Hendricks Financial Services, LLC Cash Balance Plan held $729K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$729K

Net assets (EOY)

$729K

People on this filing

James Hendricks signed J.G Hendricks Financial Services, LLC's 2025 Form 5500 as plan administrator.

James Hendricks — 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

J.G Hendricks Financial Services, LLC's EIN is 30-0248595.

EIN 30-0248595

Plan number 002

Plan year 2025

ACK ID 20260309072055NAL0002166803001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for J.G Hendricks Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

J.G Hendricks Financial Services, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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