Original filing (PDF)20250723090802NAL0005044640001

JENNY EDWARDS, PLLC

Name: JENNY EDWARDS, PLLC — DR. JENNY RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: JENNY EDWARDS, PLLC

Form 5500-SF

FILING_RECEIVED

DR. JENNY RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$507K

Net assets (EOY)

$507K

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 JENNY EDWARDS, PLLC.

Plan sponsor

Name

JENNY EDWARDS, PLLC

EIN

81-2777538all filings

Address

3433 LITHIA PINECREST RD. #103 · VALRICO, FL · 33596

Phone

(813) 530-0111

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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