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JONES & SWANSON, LLC — JONES & SWANSON, LLC CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014154150NAL0001601683001
JONES & SWANSON, LLC
Form 5500-SF
FILING_RECEIVED
JONES & SWANSON, LLC CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
12
Accounts w/ balance
—
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JONES & SWANSON, LLC
.
Find decision makers
Plan sponsor
Name
JONES & SWANSON, LLC
EIN
47-2641819
Address
635 WHITLOCK AVENUE SW · MARIETTA, GA · 30064
Phone
(770) 427-5498
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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