Original filing (PDF)20230825170005NAL0000728003002

KRISTIN L. JONES

Name: KRISTIN L. JONES — KRISTIN L. JONES SOLO 401K PLAN, Form 5500 (2022)
Creator: KRISTIN L. JONES

Form 5500-SF

FILING_RECEIVED

KRISTIN L. JONES SOLO 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$446K

Net assets (EOY)

$446K

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KRISTIN L. JONES.

Plan sponsor

Name

KRISTIN L. JONES

EIN

35-2131163

Address

14514 FAUCET LANE · FORTVILLE, IN · 46040

Phone

(317) 576-9911

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-25

Pension benefit codes

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2E · Profit-sharing

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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