Original filing (PDF)20250829180024NAL0006385571001

JAMES STEVENSON

Name: JAMES STEVENSON — J & S ENTERPRISES 401K PLAN, Form 5500 (2024)
Creator: JAMES STEVENSON

Form 5500-SF

FILING_RECEIVED

J & S ENTERPRISES 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 JAMES STEVENSON.

Plan sponsor

Name

JAMES STEVENSON

EIN

82-0527089

Address

167 W. MAIN STREET #1 · REXBURG, ID · 834401826

Phone

(208) 356-4481

Industry

Retail Tradesee 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

2025-08-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

KEFFELER PHARMACEUTICAL, INC.

KEFFELER PHARMACEUTICAL, INC. 401(K) PLAN

$1.9M · 23 participants

BLANKS PHARMACIES, INC.

BLANK'S PHARMACY 401(K) PLAN

$1.9M · 6 participants

JORDAN DRUG, INC.

JORDAN DRUG, INC. 401K PLAN

$1.9M · 34 participants

CUSTOMEDICA PHARMACY, INC.

CUSTOMEDICA PHARMACY INC 401(K) PLAN

$1.9M · 21 participants

THE PRESCRIPTION SHOP, INC.

THE PRESCRIPTION SHOP, INC. CASH BALANCE PENSION PLAN

$1.8M · 7 participants