How big is Jay Dixon and Associates, LLC's plan?

Jay Dixon and Associates, LLC's plan reported $105K in assets and 12 participants for 2023.

Original filing (PDF)20240515074826NAL0082757474001

Jay Dixon and Associates, LLC

Name: Jay Dixon and Associates, LLC — Jay Dixon and, Form 5500 (2023)
Creator: Jay Dixon and Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jay Dixon and Associates, LLC 401(k) Plan

401(k) retirement plan · Jay Dixon and Associates, LLC's Jay Dixon and Associates, LLC 401(k) Plan held $105K in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

People on this filing

Jay Dixon signed Jay Dixon and Associates, LLC's 2023 Form 5500 as plan administrator.

Jay Dixon — 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

Jay Dixon and Associates, LLC's EIN is 84-2720567.

EIN 84-2720567

Plan number 001

Plan year 2023

ACK ID 20240515074826NAL0082757474001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jay Dixon and Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jay Dixon and Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAY DIXON AND ASSOCIATES, LLC.

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Plan health score

Above-average plan

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