How big is John D. Jefcoat's plan?

John D. Jefcoat's plan reported $1.7M in assets and 4 participants for 2025.

Original filing (PDF)20260429093500NAL0006089987001

John D. Jefcoat

Name: John D. Jefcoat — John D. Jefcoat Insurance, Form 5500 (2025)
Creator: John D. Jefcoat
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John D. Jefcoat Insurance Agency,Inc.401(k) Plan

401(k) retirement plan · John D. Jefcoat's John D. Jefcoat Insurance Agency,Inc.401(k) Plan held $1.7M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

John Jefcoat signed John D. Jefcoat's 2025 Form 5500 as plan administrator.

John Jefcoat — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

John D. Jefcoat's EIN is 82-1877254.

EIN 82-1877254

Plan number 001

Plan year 2025

ACK ID 20260429093500NAL0006089987001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for John D. Jefcoat from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

John D. Jefcoat's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off