How big is Jonathan Michael Tracy's plan?

Jonathan Michael Tracy's plan reported $30K in assets and 8 participants for 2024.

Original filing (PDF)20251015184147NAL0005649889001

Jonathan Michael Tracy

Name: Jonathan Michael Tracy — Jonathan Michael Tracy, Form 5500 (2024)
Creator: Jonathan Michael Tracy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jonathan Michael Tracy 401(k) Plan

401(k) retirement plan · Jonathan Michael Tracy's Jonathan Michael Tracy 401(k) Plan held $30K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

People on this filing

Jonathan Tracy signed Jonathan Michael Tracy's 2024 Form 5500 as plan administrator.

Jonathan Tracy — 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

Jonathan Michael Tracy's EIN is 82-3098213.

EIN 82-3098213

Plan number 001

Plan year 2024

ACK ID 20251015184147NAL0005649889001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathan Michael Tracy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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