Original filing (PDF)20251224073314NAL0006482051001

JASON A. BUEHNER

Name: JASON A. BUEHNER — JASON A. BUEHNER RETIREMENT PLAN, Form 5500 (2024)
Creator: JASON A. BUEHNER

Form 5500-SF

FILING_RECEIVED

JASON A. BUEHNER RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 1.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.3 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

JASON A. BUEHNER

EIN

46-1844326all filings

Address

7400 WEST CAMPUS ROAD · SUITE 210 · NEW ALBANY, OH · 43054

Phone

(614) 621-2639

Industry

Finance & Insurancesee 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

2025-12-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

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

2A · Age/service weighted or new comparability

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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