How big is L VAL Jones' plan?

L VAL Jones' plan reported $1.8M in assets for 2022.

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Original filing (PDF)20230523174402NAL0014226816001

L VAL Jones

Name: L VAL Jones — Form 5500 (2022)
Creator: L VAL Jones
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

L VAL Jones

Defined-contribution retirement plan · L VAL Jones reported $1.8M in plan assets in 2022.

Signals · 1

High average account balance

Active participants

—

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

PHIL Lyman signed L VAL Jones' 2022 Form 5500 as plan administrator.

PHIL Lyman — 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

L VAL Jones' EIN is 86-0120279.

EIN 86-0120279

Plan number 002

Plan year 2022

ACK ID 20230523174402NAL0014226816001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for L VAL Jones from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

L VAL Jones' plan includes money-purchase contributions.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for L VAL JONES.

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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

100

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Plan sponsor

Name

L VAL JONES

EIN

all filings

Address

1177 N 100 W · BLANDING, UT · 845113508

Phone

(435) 678-3428

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-23

Pension benefit codes

2C · Money purchase (other than target benefit)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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