How big is John Fitzgerald Inc.'s plan?

John Fitzgerald Inc.'s plan reported $256K in assets and 12 participants for 2022.

Original filing (PDF)20230407135302NAL0001249699001

John Fitzgerald Inc.

Name: John Fitzgerald Inc. — John Fitzgerald Inc. 401(k), Form 5500 (2022)
Creator: John Fitzgerald Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John Fitzgerald Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · John Fitzgerald Inc.'s John Fitzgerald Inc. 401(k) Profit Sharing Plan & Trust held $256K in plan assets for 12 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$256K

Net assets (EOY)

$256K

People on this filing

Julie Gardner signed John Fitzgerald Inc.'s 2022 Form 5500 as plan administrator.

Julie Gardner — 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

John Fitzgerald Inc.'s EIN is 59-2702353.

EIN 59-2702353

Plan number 001

Plan year 2022

ACK ID 20230407135302NAL0001249699001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for John Fitzgerald Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

John Fitzgerald Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN FITZGERALD 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off