Original filing (PDF)20230816164804NAL0002748256001

JULES & JAMES BOUTIQUE

Name: JULES & JAMES BOUTIQUE — JULES & JAMES BOUTIQUE 401(K) PLAN, Form 5500 (2022)
Creator: JULES & JAMES BOUTIQUE

Form 5500-SF

FILING_RECEIVED

JULES & JAMES BOUTIQUE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$103K

Net assets (EOY)

$103K

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 JULES & JAMES BOUTIQUE.

Plan sponsor

Name

JULES & JAMES BOUTIQUE

EIN

81-5121346

Address

3719 S HIGHWAY 16 · CARROLLTON, GA · 30116

Phone

(678) 664-1607

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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