Original filing (PDF)20251204141659NAL0002027809001

JAX, INC.

Name: JAX, INC. — JAX MERCANTILE CO. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: JAX, INC.

Form 5500

FILING_RECEIVED

JAX MERCANTILE CO. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

Late filing · 0.6 mo85% in single holdingNo recordkeeper disclosed

Active participants

177

Accounts w/ balance

227

Plan assets (EOY)

$277K

Net assets (EOY)

-$1.0M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAX, INC..

Plan sponsor

Name

JAX, INC.

EIN

84-1087636

Address

4629 N. OVERLAND TRAIL · LAPORTE, CO · 80535

Phone

(970) 488-3250

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-12-04

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

ATLAS CPA & ADVISORS, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $93K(34% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	unallocated	—	—	—	$79K	28.6%
	allocated	—	—	—	$14K	5.0%

Related plans

Similar-size Retail Trade plans

MUD SPRINGS BICYCLES, LLC

JONES BIKES 401(K) PLAN

$278K · 5 participants

SNAPPY SPORT SENTER, INC.

SNAPPY SPORT SENTER, INC. 401(K) PLAN

$279K · 18 participants

STIX GOLF CO

STIX GOLF 401(K) PLAN

$275K · 17 participants

TACTACAM LLC

TACTAPLAN 401(K)

$280K · 68 participants

STORM SURF COMPANY INC.

QUIET STORM SURF SHOP 401(K) PLAN

$281K · 7 participants