How big is Jones CPA Group, P.C.'s plan?

Jones CPA Group, P.C.'s plan reported $2.3M in assets and 34 participants for 2024.

Original filing (PDF)20250612113007NAL0028330592002

Jones CPA Group, P.C.

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

Form 5500-SF

FILING_RECEIVED

Jones CPA Group, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Jones CPA Group, P.C.'s Jones CPA Group, P.C. 401(k) Profit Sharing Plan held $2.3M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Jones CPA Group, P.C.'s EIN is 54-1208437.

EIN 54-1208437

Plan number 001

Plan year 2024

ACK ID 20250612113007NAL0028330592002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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