How big is JGR Financial Solutions' plan?

JGR Financial Solutions' plan reported $2K in assets and 1 participants for 2023.

Original filing (PDF)20250327091710NAL0017294225001

JGR Financial Solutions

Name: JGR Financial Solutions — JGR Financial Solutions, Form 5500 (2023)
Creator: JGR Financial Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JGR Financial Solutions Chamber Benefit Arrangement Plan

Health & welfare plan · JGR Financial Solutions' JGR Financial Solutions Chamber Benefit Arrangement Plan held $2K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$389

People on this filing

Stephen Millard signed JGR Financial Solutions' 2023 Form 5500 as plan administrator.

Stephen Millard — 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

JGR Financial Solutions' EIN is 47-3801403.

EIN 47-3801403

Plan number 501

Plan year 2023

ACK ID 20250327091710NAL0017294225001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for JGR Financial Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

JGR Financial Solutions' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JGR FINANCIAL SOLUTIONS.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score