How big is Jakes, Inc.'s plan?

Jakes, Inc.'s plan reported $294K in assets and 7 participants for 2022.

Original filing (PDF)20230424154539NAL0017006114001

Jakes, Inc.

Name: Jakes, Inc. — Jakes, Inc. 401(k) Profit Sharing Plan, Form 5500 (2022)
Creator: Jakes, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jakes, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Jakes, Inc.'s Jakes, Inc. 401(k) Profit Sharing Plan held $294K in plan assets for 7 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$294K

Net assets (EOY)

$294K

People on this filing

Robert Congdon signed Jakes, Inc.'s 2022 Form 5500 as plan administrator.

Robert Congdon — 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

Jakes, Inc.'s EIN is 35-1955195.

EIN 35-1955195

Plan number 001

Plan year 2022

ACK ID 20230424154539NAL0017006114001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Jakes, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Jakes, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score