How big is Stephen H Jones' plan?

Stephen H Jones' plan reported $183K in assets and 9 participants for 2024.

Original filing (PDF)20250429153804NAL0001379202001

Stephen H Jones

Name: Stephen H Jones — Stephen H Jones 401(k) Profit, Form 5500 (2024)
Creator: Stephen H Jones
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen H Jones 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Stephen H Jones' Stephen H Jones 401(k) Profit Sharing Plan & Trust held $183K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$183K

Net assets (EOY)

$183K

People on this filing

Stephen HUEL Jones signed Stephen H Jones' 2024 Form 5500 as plan administrator.

Stephen HUEL Jones — 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

Stephen H Jones' EIN is 56-2363799.

EIN 56-2363799

Plan number 001

Plan year 2024

ACK ID 20250429153804NAL0001379202001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen H Jones from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen H Jones' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN H JONES.

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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