Original filing (PDF)20250328143319NAL0001957520001

JIM HICKS AND COMPANY, LLC

Name: JIM HICKS AND COMPANY, LLC — JIM HICKS AND COMPANY, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JIM HICKS AND COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

JIM HICKS AND COMPANY, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.0M

Net assets (EOY)

$17.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JIM HICKS AND COMPANY, LLC.

Plan sponsor

Name

JIM HICKS AND COMPANY, LLC

EIN

47-5223318

Address

565 MERCURY LANE · BREA, CA · 92821

Phone

(714) 671-2153

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-28

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

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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