How big is Richard Jones' plan?

Richard Jones' plan reported $1.8M in assets and 34 participants for 2022.

Original filing (PDF)20230626023936NAL0006349490001

Richard Jones

Name: Richard Jones — RSJ Machining 401(k) Plan, Form 5500 (2022)
Creator: Richard Jones
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RSJ Machining 401(k) Plan

401(k) retirement plan · Richard Jones' RSJ Machining 401(k) Plan held $1.8M in plan assets for 34 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Richard Jones' EIN is 77-0191901.

EIN 77-0191901

Plan number 001

Plan year 2022

ACK ID 20230626023936NAL0006349490001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Richard Jones from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Richard Jones' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (3rd percentile).

Helping the score

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

Plan sponsor

Name

RICHARD JONES

DBA

RSJ MACHINING

EIN

all filings

Address

606 CHARCOT AVENUE · SAN JOSE, CA · 95131

Phone

(408) 441-7891

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-26

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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