How big is JP Financial Solutions' plan?

JP Financial Solutions' plan reported $509K in assets and 4 participants for 2024.

Original filing (PDF)20250720092918NAL0000085299001

JP Financial Solutions

Name: JP Financial Solutions — JP Financial Solutions, Form 5500 (2024)
Creator: JP Financial Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JP Financial Solutions 401(k) and Profit Sharing Plan

401(k) retirement plan · JP Financial Solutions' JP Financial Solutions 401(k) and Profit Sharing Plan held $509K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$509K

Net assets (EOY)

$509K

People on this filing

Shirley Horner signed JP Financial Solutions' 2024 Form 5500 as plan administrator.

Shirley Horner — 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

JP Financial Solutions' EIN is 47-1825604.

EIN 47-1825604

Plan number 001

Plan year 2024

ACK ID 20250720092918NAL0000085299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JP Financial Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JP Financial Solutions' 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 JP FINANCIAL SOLUTIONS.

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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