Original filing (PDF)20250325130956NAL0007708419001

JEFFREY K. FRANCIS, INC

Name: JEFFREY K. FRANCIS, INC — JEFFREY K. FRANCIS, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JEFFREY K. FRANCIS, INC

Form 5500-SF

FILING_RECEIVED

JEFFREY K. FRANCIS, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 JEFFREY K. FRANCIS, INC.

Plan sponsor

Name

JEFFREY K. FRANCIS, INC

EIN

54-1951360

Address

1408 BLUE HERON RD · VIRGINIA BEACH, VA · 23454

Phone

(757) 481-5514

Industry

Constructionsee 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

2025-03-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

Related plans

Similar-size Construction plans

ZUCARO CONSTRUCTION LLC

ZUCARO CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.7M · 16 participants

CEE & GEE GENERAL CONTRACTING INC

CEE & GEE GENERAL CONTRACTING INC 401K PROFIT SHARING PLAN

$1.7M · 2 participants

VAUGHN BAY CONSTRUCTION, INC.

VAUGHN BAY CONSTRUCTION 401(K) PLAN

$1.7M · 27 participants

BAYVIEW BUILDERS, LLC

BAYVIEW BUILDERS, LLC 401(K) PLAN

$1.7M · 38 participants

TOWNHOUSE BUILDERS, INC. DBA PROMONT

PROMONT PENSION PLAN