Original filing (PDF)20250305102712NAL0005164451001

JERRY BAINBRIDGE

Name: JERRY BAINBRIDGE — J L BAINBRIDGE & COMPANY PROFIT SHARING, Form 5500 (2024)
Creator: JERRY BAINBRIDGE

Form 5500-SF

FILING_RECEIVED

J L BAINBRIDGE & COMPANY PROFIT SHARING

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$12.9M

Net assets (EOY)

$12.9M

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 JERRY BAINBRIDGE.

Plan sponsor

Name

JERRY BAINBRIDGE

DBA

J L BAINBRIDGE & COMPANY INC.

EIN

65-0802619

Address

1582 MAIN ST · SARASOTA, FL · 342365803

Phone

(941) 365-3435

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-05

Pension benefit codes

2E · Profit-sharing

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

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