How big is Jeannette H Swartz's plan?

Jeannette H Swartz's plan reported $23K in assets and 5 participants for 2025.

Original filing (PDF)20260428220725NAL0015758304014

Jeannette H Swartz

Name: Jeannette H Swartz — Joona 401(k) Plan, Form 5500 (2025)
Creator: Jeannette H Swartz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joona 401(k) Plan

401(k) retirement plan · Jeannette H Swartz's Joona 401(k) Plan held $23K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

Elantha Barry signed Jeannette H Swartz's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Jeannette H Swartz's EIN is 84-2584855.

EIN 84-2584855

Plan number 001

Plan year 2025

ACK ID 20260428220725NAL0015758304014

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jeannette H Swartz from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jeannette H Swartz's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEANNETTE H SWARTZ.

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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