How big is Jones CPA Group's plan?

Jones CPA Group's plan reported $231K in assets and 7 participants for 2024.

Original filing (PDF)20250904142445NAL0027534080001

Jones CPA Group

Name: Jones CPA Group — Clyde W Jones PLLC 401(k) Plan, Form 5500 (2024)
Creator: Jones CPA Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clyde W Jones PLLC 401(k) Plan

401(k) retirement plan · Jones CPA Group's Clyde W Jones PLLC 401(k) Plan held $231K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$231K

Net assets (EOY)

$231K

Plan identifiers

Jones CPA Group's EIN is 47-2005214.

EIN 47-2005214

Plan number 001

Plan year 2024

ACK ID 20250904142445NAL0027534080001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jones CPA Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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