How big is Jonathan David Inc.'s plan?

Jonathan David Inc.'s plan reported $503K in assets and 34 participants for 2024.

Original filing (PDF)20250818075710NAL0001813296001

Jonathan David Inc.

Name: Jonathan David Inc. — GURU Team 401(k) Plan, Form 5500 (2024)
Creator: Jonathan David Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GURU Team 401(k) Plan

401(k) retirement plan · Jonathan David Inc.'s GURU Team 401(k) Plan held $503K in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$503K

Net assets (EOY)

$503K

People on this filing

Michael Vanderford signed Jonathan David Inc.'s 2024 Form 5500 as plan administrator.

Michael Vanderford — 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

Jonathan David Inc.'s EIN is 87-0681644.

EIN 87-0681644

Plan number 001

Plan year 2024

ACK ID 20250818075710NAL0001813296001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jonathan David Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathan David Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score