Original filing (PDF)20251008180132NAL0003187315001

JON Sundt

Name: JON Sundt — JON Sundt 401(k) Profit Sharing Plan &, Form 5500 (2024)
Creator: JON Sundt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JON Sundt 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · JON Sundt's JON Sundt 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

JON Sundt's EIN is 33-0567495.

EIN 33-0567495

Plan number 001

Plan year 2024

ACK ID 20251008180132NAL0003187315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JON Sundt from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JON Sundt's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

JON SUNDT

EIN

all filings

Address

9090 LA JOLLA SHORES LANE · LA JOLLA, CA · 920371516

Phone

(858) 678-9470

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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