Original filing (PDF)20250709120408NAL0005639601001

JANEWAY FINANCIAL LLC

Name: JANEWAY FINANCIAL LLC — JANEWAY FINANCIAL LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: JANEWAY FINANCIAL LLC

Form 5500-SF

FILING_RECEIVED

JANEWAY FINANCIAL LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$403K

Net assets (EOY)

$403K

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 JANEWAY FINANCIAL LLC.

Plan sponsor

Name

JANEWAY FINANCIAL LLC

EIN

82-1498407

Address

120 FIFTH AVE S STE. B · EDMONDS, WA · 98020

Phone

(425) 775-6131

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

TARAS CONSULTING D/B/A EME MEETINGS, LLC

EME MEETINGS, LLC 401(K) PROFIT SHARING PLAN

$403K · 2 participants

FRHB MANAGEMENT, INC.

FRHB MANAGEMENT, INC. 401(K) PLAN

$403K · 4 participants

EGP CONSULTING, INC.

EGP 401K

$403K · 3 participants

ADAPTIVE SEARCH PARTNERS LLC

ADAPTIVE SEARCH PARTNERS LLC 401(K) PROFIT SHARING PLAN

$402K · 3 participants

I & I PARTNERS LLC

I & I PARTNERS LLC 401(K) PROFIT SHARING PLAN

$403K · 4 participants