How big is J. Everett Enterprises, Inc.'s plan?

J. Everett Enterprises, Inc.'s plan reported $3.8M in assets and 2 participants for 2024.

Original filing (PDF)20250925122635NAL0009745952001

J. Everett Enterprises, Inc.

Name: J. Everett Enterprises, Inc. — J. Everett Enterprise, Form 5500 (2024)
Creator: J. Everett Enterprises, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. Everett Enterprises Cash Balance Plan

Defined-benefit pension plan · J. Everett Enterprises, Inc.'s J. Everett Enterprises Cash Balance Plan held $3.8M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Anthony Warren signed J. Everett Enterprises, Inc.'s 2024 Form 5500 as plan administrator.

Anthony Warren — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

J. Everett Enterprises, Inc.'s EIN is 56-2225445.

EIN 56-2225445

Plan number 002

Plan year 2024

ACK ID 20250925122635NAL0009745952001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J. Everett Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J. Everett Enterprises, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J. EVERETT ENTERPRISES, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score