How big is Jonathan D. Stone CFP Inc.'s plan?

Jonathan D. Stone CFP Inc.'s plan reported $3.3M in assets and 1 participants for 2024.

Original filing (PDF)20250625131938NAL0004623539001

Jonathan D. Stone CFP Inc.

Name: Jonathan D. Stone CFP Inc. — Jonathan D. Stone CFP, Form 5500 (2024)
Creator: Jonathan D. Stone CFP Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jonathan D. Stone CFP Inc. 401(k) Plan

401(k) retirement plan · Jonathan D. Stone CFP Inc.'s Jonathan D. Stone CFP Inc. 401(k) Plan held $3.3M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Jonathan D. Stone signed Jonathan D. Stone CFP Inc.'s 2024 Form 5500 as plan administrator.

Jonathan D. Stone — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jonathan D. Stone CFP Inc.'s EIN is 47-1738257.

EIN 47-1738257

Plan number 001

Plan year 2024

ACK ID 20250625131938NAL0004623539001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jonathan D. Stone CFP Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathan D. Stone CFP Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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