Original filing (PDF)20240219110255NAL0007042672001

JONES, NORRIS HOLDINGS INC

Name: JONES, NORRIS HOLDINGS INC — JONES, NORRIS HOLDINGS INC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JONES, NORRIS HOLDINGS INC

Form 5500-SF

FILING_RECEIVED

JONES, NORRIS HOLDINGS INC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONES, NORRIS HOLDINGS INC.

Plan sponsor

Name

JONES, NORRIS HOLDINGS INC

EIN

46-4767444

Address

1211 N WESTSHORE BLVD STE 800 · TAMPA, FL · 33607

Phone

(317) 445-2293

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2H · Partial participant-directed accounts

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

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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