Original filing (PDF)20251015103705NAL0008772050001

JONES FAMILY INSURANCE AGENCY INC.

Name: JONES FAMILY INSURANCE AGENCY INC. — JONES FAMILY INSURANCE AGENCY INC. 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: JONES FAMILY INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

JONES FAMILY INSURANCE AGENCY INC. 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

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

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONES FAMILY INSURANCE AGENCY INC..

Plan sponsor

Name

JONES FAMILY INSURANCE AGENCY INC.

EIN

81-2081900all filings

Address

312 MARY STREET · PUNTA GORDA, FL · 33950

Phone

(941) 205-0191

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator