Original filing (PDF)20250613144248NAL0017634785001

ROBERT L. JONES, M.D., INC.

Name: ROBERT L. JONES, M.D., INC. — ROBERT L. JONES, M.D., INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: ROBERT L. JONES, M.D., INC.

Form 5500-SF

FILING_RECEIVED

ROBERT L. JONES, M.D., INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT L. JONES, M.D., INC..

Plan sponsor

Name

ROBERT L. JONES, M.D., INC.

EIN

33-0927602

Address

1401 AVOCADO AVE., SUITE 505 · NEWPORT BEACH, CA · 92660

Phone

(949) 644-0239

Industry

Offices of Physicians· Health Care & Social Assistancesee all

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

2025-06-13

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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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