How big is JEFF Sheets Inc.'s plan?

JEFF Sheets Inc.'s plan reported $60K in assets and 1 participants for 2024.

Original filing (PDF)20250718101753NAL0000770995001

JEFF Sheets Inc.

Name: JEFF Sheets Inc. — JEFF Sheets Inc. DBA Charge UP, Form 5500 (2024)
Creator: JEFF Sheets Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEFF Sheets Inc. DBA Charge UP 401(k) Plan

401(k) retirement plan · JEFF Sheets Inc.'s JEFF Sheets Inc. DBA Charge UP 401(k) Plan held $60K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

Marcus Bowie signed JEFF Sheets Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

JEFF Sheets Inc.'s EIN is 87-2763407.

EIN 87-2763407

Plan number 001

Plan year 2024

ACK ID 20250718101753NAL0000770995001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JEFF Sheets Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score