How big is CJK Wealth Advisors, Inc.'s plan?

CJK Wealth Advisors, Inc.'s plan reported $984K in assets and 6 participants for 2024.

Original filing (PDF)20250717175859NAL0000776801001

CJK Wealth Advisors, Inc.

Name: CJK Wealth Advisors, Inc. — CJK Wealth Advisors, Form 5500 (2024)
Creator: CJK Wealth Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CJK Wealth Advisors, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · CJK Wealth Advisors, Inc.'s CJK Wealth Advisors, Inc. 401(k) Profit Sharing Plan held $984K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$984K

Net assets (EOY)

$984K

People on this filing

Yvonne Prince signed CJK Wealth Advisors, Inc.'s 2024 Form 5500 as plan administrator.

Yvonne Prince — 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

CJK Wealth Advisors, Inc.'s EIN is 86-1354899.

EIN 86-1354899

Plan number 001

Plan year 2024

ACK ID 20250717175859NAL0000776801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CJK Wealth Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CJK Wealth Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CJK WEALTH ADVISORS, INC..

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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