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JORDAN PRICE WALL GRAY JONES & CARLTON, PLLC — JORDAN PRICE WALL GRAY JONES & CARLTON, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240626164652NAL0008831121001
JORDAN PRICE WALL GRAY JONES & CARLTON, PLLC
Form 5500-SF
FILING_RECEIVED
JORDAN PRICE WALL GRAY JONES & CARLTON, PLLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
29
Plan assets (EOY)
$18.0M
Net assets (EOY)
$18.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JORDAN PRICE WALL GRAY JONES & CARLTON, PLLC
.
Find decision makers
Plan sponsor
Name
JORDAN PRICE WALL GRAY JONES & CARLTON, PLLC
EIN
56-0674078
Address
P.O. BOX 10669 · RALEIGH, NC · 276050669
Phone
(919) 828-2501
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Name
JORDAN PRICE WALL GRAY JONES & CARLTON, PLLC
EIN
56-0674078
City
RALEIGH, NC
Phone
(919) 828-2501
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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SIEBENCAREY, P.A.
SIEBENCAREY, P.A. 401(K) PLAN
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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