Original filing (PDF)20250324115119NAL0012588193001

JON V A, INCORPORATED

Name: JON V A, INCORPORATED — JON V A, INC. DBA AMBIANCE 401(K) PS PLAN, Form 5500 (2024)
Creator: JON V A, INCORPORATED

Form 5500-SF

FILING_RECEIVED

JON V A, INC. DBA AMBIANCE 401(K) PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$786K

Net assets (EOY)

$786K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 JON V A, INCORPORATED.

Plan sponsor

Name

JON V A, INCORPORATED

EIN

51-0495100

Address

737 HIGUERA STREET · SAN LUIS OBISPO, CA · 93401

Phone

(805) 709-2454

Industry

Retail 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

2025-03-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

TRUDYS, INC. DBA TRUDYS BRIDES

TRUDYS, INC. DBA TRUDYS BRIDES 401(K) PLAN

$789K · 16 participants

TOPO DESIGNS LLC

TOPO DESIGNS LLC 401K PLAN

$811K · 65 participants

COLLEGE HYPE SPORTSWEAR, INC.

COLLEGE HYPE SPORTSWEAR, INC. 401(K) PLAN

$817K · 28 participants

UPHOLSTERY & FABRIC STORES, INC.

UPHOLSTERY & FABRIC STORES, INC. 401(K) PLAN

$820K · 23 participants

ACTION UNIFORMS, LLC

ACTION UNIFORMS, LLC 401(K) PLAN

$751K · 67 participants