How big is JMS CPAS, PLLC's plan?

JMS CPAS, PLLC's plan reported $88K in assets and 2 participants for 2024.

Original filing (PDF)20250702084016NAL0007470883001

JMS CPAS, PLLC

Name: JMS CPAS, PLLC — JMS CPAS, PLLC 401(k) P/S Plan, Form 5500 (2024)
Creator: JMS CPAS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JMS CPAS, PLLC 401(k) P/S Plan

401(k) retirement plan · JMS CPAS, PLLC's JMS CPAS, PLLC 401(k) P/S Plan held $88K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

People on this filing

Juan M Sanchez signed JMS CPAS, PLLC's 2024 Form 5500 as plan administrator.

Juan M Sanchez — 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

JMS CPAS, PLLC's EIN is 82-2035011.

EIN 82-2035011

Plan number 001

Plan year 2024

ACK ID 20250702084016NAL0007470883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JMS CPAS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JMS CPAS, PLLC'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 JMS CPAS, PLLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

JMS CPAS, PLLC

EIN

all filings

Address

5600 SAN PEDRO AVE · SAN ANTONIO, TX · 78212

Phone

(210) 526-9747

Industry

CPA Offices· Professional & Technical Services

Plan administrator