How big is J2 Financial Services, LLC's plan?

J2 Financial Services, LLC's plan reported $186K in assets and 3 participants for 2024.

Original filing (PDF)20251001111305NAL0015985328001

J2 Financial Services, LLC

Name: J2 Financial Services, LLC — J2 Financial Services, Form 5500 (2024)
Creator: J2 Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J2 Financial Services, LLC 401(k) P/S Plan

401(k) retirement plan · J2 Financial Services, LLC's J2 Financial Services, LLC 401(k) P/S Plan held $186K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$186K

Net assets (EOY)

$186K

People on this filing

Jeffrey Jacobsen signed J2 Financial Services, LLC's 2024 Form 5500 as plan administrator.

Jeffrey Jacobsen — 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

J2 Financial Services, LLC's EIN is 84-4059272.

EIN 84-4059272

Plan number 001

Plan year 2024

ACK ID 20251001111305NAL0015985328001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J2 Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J2 Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J2 FINANCIAL SERVICES, LLC.

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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