Original filing (PDF)20251014120614NAL0002844209001

DONALD R JONES PA

Name: DONALD R JONES PA — DONALD R. JONES PA CASH BALANCE PLAN, Form 5500 (2024)
Creator: DONALD R JONES PA

Form 5500-SF

FILING_RECEIVED

DONALD R. JONES PA CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

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 DONALD R JONES PA.

Plan sponsor

Name

DONALD R JONES PA

EIN

65-0545836

Address

815 PONCE DE LEON BLVD. 2ND FLOOR · CORAL GABLES, FL · 33134

Phone

(305) 972-9000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

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

Related plans

Similar-size Law Offices plans

HERRING LAW GROUP, P.C.

HERRING LAW GROUP, P.C. CASH BALANCE PLAN

$1.6M · 7 participants

HAYES SCOTT BONINO ELLINGSON & GUSLANI, LLP

HAYES SCOTT BONINO ELLINGSON & GUSLANI, LLP ASSOCIATES 401(K) PLAN & TRUST

$1.6M · 7 participants

FORD FAMILY LAW, A PROFESSIONAL CORPORATION

FORD FAMILY LAW 401(K) PLAN

$1.6M · 4 participants

LAW OFFICES OF THOMAS L. POWELL

LAW OFFICES OF THOMAS L. POWELL 401(K) PLAN

$1.6M · 2 participants

KOCH & SCOW, LLC

KOCH & SCOW, LLC CASH BALANCE PENSION PLAN