How big is James Financial Partners' plan?

James Financial Partners' plan reported $3K in assets and 3 participants for 2024.

Original filing (PDF)20250929134622NAL0026909282001

James Financial Partners

Name: James Financial Partners — James Financial Partners, Form 5500 (2024)
Creator: James Financial Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Financial Partners MCF Benefit Plan

Health & welfare plan · James Financial Partners' James Financial Partners MCF Benefit Plan held $3K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$750

People on this filing

KARA Corches signed James Financial Partners' 2024 Form 5500 as plan administrator.

KARA Corches — 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

James Financial Partners' EIN is 80-0498817.

EIN 80-0498817

Plan number 503

Plan year 2024

ACK ID 20250929134622NAL0026909282001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James Financial Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James Financial Partners' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score