Original filing (PDF)20231031095025NAL0028962274001

THE JANUARY CORPORATION

Name: THE JANUARY CORPORATION — THE JANUARY CORPORATION CASH BALANCE PLAN, Form 5500 (2022)
Creator: THE JANUARY CORPORATION

Form 5500-SF

FILING_RECEIVED

THE JANUARY CORPORATION CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE JANUARY CORPORATION.

Plan sponsor

Name

THE JANUARY CORPORATION

EIN

81-0456689

Address

40 WEST LAWRENCE SUITE C · HELENA, MT · 59601

Phone

(406) 443-4300

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-09-05

Filed

2023-10-31

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

IGNACIO MENDEZ

IGNACIO MENDEZ 401(K) PROFIT SHARING PLAN & TRUST

$0 · 3 participants

CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC.

CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST

TRYON & CO.

TRYON & CO. 401(K) PROFIT SHARING PLAN FINAL

BOENNING & SCATTERGOOD, INC.

BOENNING & SCATTERGOOD, INC. SALARY DEFERRAL & PROFIT SHARING RETIREMENT PLAN

WHITAKER SECURITIES LLC