How big is David W. Jones, LLC's plan?

David W. Jones, LLC's plan reported $331K in assets and 4 participants for 2024.

Original filing (PDF)20250624110215NAL0007172337001

David W. Jones, LLC

Name: David W. Jones, LLC — David W. Jones 401(k), Form 5500 (2024)
Creator: David W. Jones, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David W. Jones 401(k)

401(k) retirement plan · David W. Jones, LLC's David W. Jones 401(k) held $331K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$331K

Net assets (EOY)

$331K

People on this filing

David W. Jones signed David W. Jones, LLC's 2024 Form 5500 as plan administrator.

David W. Jones — 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

David W. Jones, LLC's EIN is 83-2238456.

EIN 83-2238456

Plan number 001

Plan year 2024

ACK ID 20250624110215NAL0007172337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David W. Jones, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David W. Jones, LLC'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 DAVID W. JONES, LLC.

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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