Original filing (PDF)20250218093145NAL0002433923001

A.M. JONES, C.P.A., P.A.

Name: A.M. JONES, C.P.A., P.A. — A.M. JONES, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: A.M. JONES, C.P.A., P.A.

Form 5500-SF

FILING_RECEIVED

A.M. JONES, C.P.A., P.A. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A.M. JONES, C.P.A., P.A..

Plan sponsor

Name

A.M. JONES, C.P.A., P.A.

EIN

65-0239824

Address

1900 W OAKLAND PARK BLVD UNIT 9027 · OAKLAND PARK, FL · 333100409

Phone

(305) 948-5608

Industry