Original filing (PDF)20230908113005NAL0034291938002

GREG JONES

Name: GREG JONES — GREG JONES CFA 401(K)PLAN, Form 5500 (2022)
Creator: GREG JONES

Form 5500-SF

FILING_RECEIVED

GREG JONES CFA 401(K)PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$576K

Net assets (EOY)

$576K

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 GREG JONES.

Plan sponsor

Name

GREG JONES

EIN

62-1632287

Address

6564 CLINTON HWY · KNOXVILLE, TN · 37912

Phone

(865) 947-2416

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

EMC LLC 1

1 EMC LLC 401(K) PLAN

$575K · 75 participants

EM KMR, LLC

ED HAWKINS CHICK-FIL-A 401(K) PLAN

$574K · 50 participants

BCJIT-1, INC.

BCJIT-1, INC. 401(K) PLAN

$574K · 33 participants

VINEYARD MANAGEMENT CORPORATION

VINEYARD MANAGEMENT CORP 401(K) PLAN

$573K · 613 participants

MDD THREE, LLC

MDD THREE, LLC RETIREMENT PLAN

$573K · 32 participants