How big is James Stevenson's plan?

James Stevenson's plan reported $1.9M in assets and 6 participants for 2024.

Original filing (PDF)20250829180024NAL0006385571001

James Stevenson

Name: James Stevenson — J & S Enterprises 401(k) Plan, Form 5500 (2024)
Creator: James Stevenson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J & S Enterprises 401(k) Plan

401(k) retirement plan · James Stevenson's J & S Enterprises 401(k) Plan held $1.9M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

James Stevenson's EIN is 82-0527089.

EIN 82-0527089

Plan number 001

Plan year 2024

ACK ID 20250829180024NAL0006385571001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James Stevenson from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James Stevenson's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES STEVENSON.

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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