Original filing (PDF)20240829130431NAL0027300226001

ROOKS WALTZ JACKSON & ESARY INC

Name: ROOKS WALTZ JACKSON & ESARY INC — ROOKS WALTZ JACKSON & ESARY INC MEDOVA LIFESTYLE HEALTH PLAN, Form 5500 (2022)
Creator: ROOKS WALTZ JACKSON & ESARY INC

Form 5500-SF

FILING_RECEIVED

ROOKS WALTZ JACKSON & ESARY INC MEDOVA LIFESTYLE HEALTH PLAN

Health & welfare plan

Signals · 1

Late filing · 6.4 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

-$28K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Knocking points off

Filed 6.4 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROOKS WALTZ JACKSON & ESARY INC.

Plan sponsor

Name

ROOKS WALTZ JACKSON & ESARY INC

EIN

58-1197776all filings

Address

300 WILSON RD BLDG 800 · GRIFFIN, GA · 302244555

Phone

(770) 712-0868

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

RECEIVERSHIP MANAGEMENT INC

EIN

20-0200514

City

MADISON, TN

Phone

(615) 370-0051

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-04-01

Tax period

2023-03-31

Filed

2024-08-29

Welfare benefit codes

4A · Health (other than dental or vision)

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

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