Original filing (PDF)20250922125419NAL0005258609001

KEPRA JACK, LLC

Name: KEPRA JACK, LLC — KEPRA JACK, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: KEPRA JACK, LLC

Form 5500-SF

FILING_RECEIVED

KEPRA JACK, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$906K

Net assets (EOY)

$906K

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 KEPRA JACK, LLC.

Plan sponsor

Name

KEPRA JACK, LLC

EIN

65-1190555

Address

714 E. MESQUITE AVE. · GILBERT, AZ · 85296

Phone

(602) 402-5090

Industry

Health Care & Social Assistancesee 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

2025-09-22

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

3H · Sponsor in controlled / affiliated group

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 Health Care & Social Assistance plans

HISPANIC HEALTH COUNCIL, INC. 403(B) PLAN

$906K · 84 participants

CALIFORNIA RHEUMATOLOGY AND WE

CALIFORNIA RHEUMATOLOGY AND WE 401(K) PROFIT SHARING PLAN & TRUST

$906K · 5 participants

THUONG NGUYEN, LLC

THUONG NGUYEN, LLC 401(K) PLAN

$906K · 2 participants

KEITH HOERNING, D.O.

KEITH HOERNING, D.O. PROFIT SHARING PLAN

$906K · 9 participants

BOISE SHOULDER CLINIC, PA

HUMPHREY SHOULDER CLINIC 401(K) PLAN