How big is Timothy JON & Associates LLC's plan?

Timothy JON & Associates LLC's plan reported $409K in assets and 2 participants for 2025.

Original filing (PDF)20260302110427NAL0002977522001

Timothy JON & Associates LLC

Name: Timothy JON & Associates LLC — Timothy JON &, Form 5500 (2025)
Creator: Timothy JON & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Timothy JON & Associates LLC 401(k) Plan

401(k) retirement plan · Timothy JON & Associates LLC's Timothy JON & Associates LLC 401(k) Plan held $409K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$409K

Net assets (EOY)

$409K

Plan identifiers

Timothy JON & Associates LLC's EIN is 82-0735564.

EIN 82-0735564

Plan number 001

Plan year 2025

ACK ID 20260302110427NAL0002977522001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Timothy JON & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Timothy JON & Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

TIMOTHY JON & ASSOCIATES LLC

EIN

all filings

Address

107 W MAIN ST · LITTLE CHUTE, WI · 54140

Phone

(920) 470-0357

Industry

Professional & Technical Services

Plan administrator