Original filing (PDF)20240506131400NAL0028795040001

JONES LAW FIRM, P.C.

Name: JONES LAW FIRM, P.C. — CHAD JONES LAW FIRM 401(K), Form 5500 (2023)
Creator: JONES LAW FIRM, P.C.

Form 5500-SF

FILING_RECEIVED

CHAD JONES LAW FIRM 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

JONES LAW FIRM, P.C.

EIN

75-2979264all filings

Address

2811 EARL RUDDER FREEWAY · COLLEGE STATION, TX · 77845

Phone

(979) 595-5000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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