Original filing (PDF)20250410095313NAL0024027233001

JOHN A STUCKEY

Name: JOHN A STUCKEY — JOHN A STUCKEY 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: JOHN A STUCKEY

Form 5500-SF

FILING_RECEIVED

JOHN A STUCKEY 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

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 JOHN A STUCKEY.

Plan sponsor

Name

JOHN A STUCKEY

EIN

81-4398720all filings

Address

10050 INNOVATION DR STE 310 · MIAMISBURG, OH · 453424967

Phone

(937) 312-8075

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

2025-04-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

HOLT FINANCIAL GROUP, LLC

HOLT FINANCIAL GROUP RETIREMENT PLAN

$152K · 3 participants

FOX HILL WEALTH MANAGEMENT

FOX HILL WEALTH MANAGEMENT 401(K) PLAN

$152K · 8 participants

DELTABLAZE INC

DELTABLAZE INC 401(K) PLAN

$152K · 10 participants

WALNUT GROVE CAPITAL PARTNERS, LP

WALNUT GROVE CAPITAL PARTNERS, LP PROFIT SHARING PLAN

$152K · 7 participants

PRISM INVESTMENT MANAGEMENT INC.

PRISM INVESTMENT MANAGEMENT INC. 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.