How big is Jerry Stephens' plan?

Jerry Stephens' plan reported $1.4M in assets and 6 participants for 2024.

Original filing (PDF)20251003124755NAL0000859923001

Jerry Stephens

Name: Jerry Stephens — Jerry Stephens Profit Sharing Plan, Form 5500 (2024)
Creator: Jerry Stephens
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jerry Stephens Profit Sharing Plan

Defined-contribution retirement plan · Jerry Stephens' Jerry Stephens Profit Sharing Plan held $1.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Jerry Stephens' EIN is 62-0979478.

EIN 62-0979478

Plan number 001

Plan year 2024

ACK ID 20251003124755NAL0000859923001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jerry Stephens' plan includes profit-sharing, life insurance.

Decision-maker contacts

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

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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