How big is Jonathan D. Bell DBA JON Bell, Real Estate Agent's plan?

Jonathan D. Bell DBA JON Bell, Real Estate Agent's plan reported $699K in assets and 2 participants for 2024.

Original filing (PDF)20251001152341NAL0016311952001

Jonathan D. Bell DBA JON Bell, Real Estate Agent

Name: Jonathan D. Bell DBA JON Bell, Real Estate Agent — Form 5500 Plan 002 (2024)
Creator: Jonathan D. Bell DBA JON Bell, Real Estate Agent
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JON Bell, Real Estate Agent Cash Balance Plan

Defined-benefit pension plan · Jonathan D. Bell DBA JON Bell, Real Estate Agent's JON Bell, Real Estate Agent Cash Balance Plan held $699K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$699K

Net assets (EOY)

$699K

Plan identifiers

Jonathan D. Bell DBA JON Bell, Real Estate Agent's EIN is 83-4515265.

EIN 83-4515265

Plan number 002

Plan year 2024

ACK ID 20251001152341NAL0016311952001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jonathan D. Bell DBA JON Bell, Real Estate Agent from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathan D. Bell DBA JON Bell, Real Estate Agent's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN D. BELL DBA JON BELL, REAL ESTATE AGENT.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score