How big is Jones Financial Network, Inc.'s plan?

Jones Financial Network, Inc.'s plan reported $381K in assets and 5 participants for 2024.

Original filing (PDF)20250618203633NAL0001491011001

Jones Financial Network, Inc.

Name: Jones Financial Network, Inc. — Jones Financial, Form 5500 (2024)
Creator: Jones Financial Network, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jones Financial Network, Inc. 401(k) Plan

401(k) retirement plan · Jones Financial Network, Inc.'s Jones Financial Network, Inc. 401(k) Plan held $381K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$381K

Net assets (EOY)

$381K

Plan identifiers

Jones Financial Network, Inc.'s EIN is 83-2254156.

EIN 83-2254156

Plan number 001

Plan year 2024

ACK ID 20250618203633NAL0001491011001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jones Financial Network, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jones Financial Network, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONES FINANCIAL NETWORK, INC..

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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