How big is Carter Shelton Jones, PLC's plan?

Carter Shelton Jones, PLC's plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20251031091157NAL0004686880001

Carter Shelton Jones, PLC

Name: Carter Shelton Jones, PLC — Carter Shelton Jones, Form 5500 (2024)
Creator: Carter Shelton Jones, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carter Shelton Jones 401(k) Plan

401(k) retirement plan · Carter Shelton Jones, PLC's Carter Shelton Jones 401(k) Plan held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Carter Shelton Jones, PLC's EIN is 81-5369592.

EIN 81-5369592

Plan number 001

Plan year 2024

ACK ID 20251031091157NAL0004686880001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carter Shelton Jones, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carter Shelton Jones, PLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARTER SHELTON JONES, PLC.

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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