How big is JON Baker Financial Group's plan?

JON Baker Financial Group's plan reported $621K in assets and 7 participants for 2022.

Original filing (PDF)20230731071956NAL0021794624001

JON Baker Financial Group

Name: JON Baker Financial Group — JON Baker Financial, Form 5500 (2022)
Creator: JON Baker Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JON Baker Financial Group Retirement Trust

401(k) retirement plan · JON Baker Financial Group's JON Baker Financial Group Retirement Trust held $621K in plan assets for 7 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$621K

Net assets (EOY)

$621K

People on this filing

Brian Staples signed JON Baker Financial Group's 2022 Form 5500 as plan administrator.

Brian Staples — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JON Baker Financial Group's EIN is 80-0029224.

EIN 80-0029224

Plan number 001

Plan year 2022

ACK ID 20230731071956NAL0021794624001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for JON Baker Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

JON Baker Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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