Original filing (PDF)20250718132233NAL0001863425001

AJ CAPITAL, INC.

Name: AJ CAPITAL, INC. — AJ CAPITAL, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: AJ CAPITAL, INC.

Form 5500-SF

FILING_RECEIVED

AJ CAPITAL, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AJ CAPITAL, INC..

Plan sponsor

Name

AJ CAPITAL, INC.

EIN

81-4276259

Address

401 QUAY COMMONS, UNIT 1702 · SARASOTA, FL · 34236

Phone

(248) 250-2771

Industry

Finance & Insurancesee 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

2025-07-18

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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