Original filing (PDF)20251014124815NAL0002802257001

Jonathan E. Terrell

Name: Jonathan E. Terrell — Jonathan E. Terrell 401(k), Form 5500 (2024)
Creator: Jonathan E. Terrell
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jonathan E. Terrell 401(k) Plan

401(k) retirement plan · Jonathan E. Terrell's Jonathan E. Terrell 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Jonathan E. Terrell's EIN is 46-3586648.

EIN 46-3586648

Plan number 001

Plan year 2024

ACK ID 20251014124815NAL0002802257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jonathan E. Terrell from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathan E. Terrell's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN E. TERRELL.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

JONATHAN E. TERRELL

EIN

all filings

Address

501 EAST MCBEE AVENUE, SUITE 101 · GREENVILLE, SC · 29601

Phone

(864) 616-0655

Industry

Finance & Insurance

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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