How big is Jones and Tuggle, PLLC's plan?

Jones and Tuggle, PLLC's plan reported $374K in assets and 2 participants for 2023.

Original filing (PDF)20240313144334NAL0064171922001

Jones and Tuggle, PLLC

Name: Jones and Tuggle, PLLC — Jones and Tuggle, PLLC, Form 5500 (2023)
Creator: Jones and Tuggle, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jones and Tuggle, PLLC 401(k) Plan

401(k) retirement plan · Jones and Tuggle, PLLC's Jones and Tuggle, PLLC 401(k) Plan held $374K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$374K

Net assets (EOY)

$374K

People on this filing

Mack Tuggle signed Jones and Tuggle, PLLC's 2023 Form 5500 as plan administrator.

Mack Tuggle — 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

Jones and Tuggle, PLLC's EIN is 80-0809187.

EIN 80-0809187

Plan number 001

Plan year 2023

ACK ID 20240313144334NAL0064171922001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jones and Tuggle, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jones and Tuggle, PLLC's plan includes 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 JONES AND TUGGLE, PLLC.

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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