Original filing (PDF)20250430160342NAL0002105937001

JON RISLEY, MD, PC

Name: JON RISLEY, MD, PC — JON RISLEY, MD, PC 401(K) PLAN, Form 5500 (2024)
Creator: JON RISLEY, MD, PC

Form 5500-SF

FILING_RECEIVED

JON RISLEY, MD, PC 401(K) PLAN

Defined-contribution retirement plan

Signals · 2

Late filing · 20.5 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$281K

Net assets (EOY)

$281K

Plan health score

Above-average plan

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 20.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JON RISLEY, MD, PC

EIN

46-2147639all filings

Address

388 BARNES ROAD · LOOKOUT MOUNTAIN, GA · 30750

Phone

(423) 595-1242

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

2021-10-01

Tax period

2022-09-30

Filed

2025-04-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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