Original filing (PDF)20240708183900NAL0014647281001

WALTER WENDT

Name: WALTER WENDT — HI JOLLY PENSION PLAN, Form 5500 (2023)
Creator: WALTER WENDT

Form 5500-SF

FILING_RECEIVED

HI JOLLY PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALTER WENDT.

Plan sponsor

Name

WALTER WENDT

DBA

HI JOLLY GIFT SHOP

EIN

86-0252662

Address

4500 E MAIN ST STE 2 · MESA, AZ · 852057914

Phone

(480) 819-5183

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-08

Pension benefit codes

2E · Profit-sharing

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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