Original filing (PDF)20251023134451NAL0002144129001

James G. Liston, P.C.

Name: James G. Liston, P.C. — Sunburst Optical Retirement, Form 5500 (2024)
Creator: James G. Liston, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sunburst Optical Retirement Plan

401(k) retirement plan · James G. Liston, P.C.'s Sunburst Optical Retirement Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Kristine P. HOEY, CPA signed James G. Liston, P.C.'s 2024 Form 5500 as plan administrator.

Kristine P. HOEY, CPA — 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

James G. Liston, P.C.'s EIN is 86-0937879.

EIN 86-0937879

Plan number 001

Plan year 2024

ACK ID 20251023134451NAL0002144129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James G. Liston, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James G. Liston, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score