Original filing (PDF)20240730115345NAL0019971345001

JONAS BRITTAIN GLENN

Name: JONAS BRITTAIN GLENN — JONAS BRITTAIN GLENN INC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JONAS BRITTAIN GLENN

Form 5500-SF

FILING_RECEIVED

JONAS BRITTAIN GLENN INC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 JONAS BRITTAIN GLENN.

Plan sponsor

Name

JONAS BRITTAIN GLENN

EIN

57-1066695

Address

439 VANDERBILT RD. · BILTMORE FORREST, NC · 28803

Phone

(843) 722-3080

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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 Professional & Technical Services plans

WELLSPRINGS FINANCIAL SERVICES

WELLSPRINGS FINANCIAL SERVICES 401(K) PLAN

SERVICIOS RICE-VELASQUEZ TAX & MULTISERVICE LLC

SERVICIOS RICE-VELASQUEZ TAX & MULTISERVICE 401(K) PLAN

ARGENT WEALTH MANAGEMENT, INC.

ARGENT WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

DORSEY ENTERPRISES, INC.

DORSEY ENTERPRISES 401(K) RETIREMENT PLAN

PRESTI & NAEGELE

PRESTI & NAEGELE RETIREMENT