How big is Owenby Jones Wealth Management, LLC's plan?

Owenby Jones Wealth Management, LLC's plan reported $3.2M in assets and 13 participants for 2024.

Original filing (PDF)20250818083707NAL0000538019001

Owenby Jones Wealth Management, LLC

Name: Owenby Jones Wealth Management, LLC — Owenby Jones, Form 5500 (2024)
Creator: Owenby Jones Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Owenby Jones Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Owenby Jones Wealth Management, LLC's Owenby Jones Wealth Management, LLC 401(k) Plan held $3.2M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Owenby Jones Wealth Management, LLC's EIN is 46-3674209.

EIN 46-3674209

Plan number 001

Plan year 2024

ACK ID 20250818083707NAL0000538019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Owenby Jones Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Owenby Jones Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OWENBY JONES WEALTH MANAGEMENT, LLC.

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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