Original filing (PDF)20250723145614NAL0010778290001

J.K. FINANCIAL, INC.

Name: J.K. FINANCIAL, INC. — J.K. FINANCIAL, INC. 401(K) PLAN, Form 5500 (2024)
Creator: J.K. FINANCIAL, INC.

Form 5500-SF

FILING_RECEIVED

J.K. FINANCIAL, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$677K

Net assets (EOY)

$677K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.K. FINANCIAL, INC..

Plan sponsor

Name

J.K. FINANCIAL, INC.

EIN

75-2607438

Address

8222 DOUGLAS AVENUE, SUITE 590 · DALLAS, TX · 75225

Phone

(214) 706-4300

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

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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 Finance & Insurance plans

CARDINAL POINT CAPITAL LLC

CARDINAL POINT CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST

$677K · 4 participants

JAMES R. PITTS, II, DMD, LLC

JAMES R. PITTS II, DMD, LLC 401(K) PLAN

$677K · 2 participants

CRYPTONITE, LLC

DONETH & STURDIVANT WEALTH ADVISORS 401(K) PROFIT SHARING PLAN

$677K

HIGH NOTE WEALTH, LLC

HIGH NOTE WEALTH, LLC 401(K) PLAN

$677K · 7 participants

INFOCUS FINANCIAL ADVISORS, INC.

INFOCUS FINANCIAL ADVISORS, INC. 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.