How big is JJ Ortho PLLC's plan?

JJ Ortho PLLC's plan reported $26K in assets and 12 participants for 2024.

Original filing (PDF)20250915115742NAL0001726608001

JJ Ortho PLLC

Name: JJ Ortho PLLC — JJ Ortho PLLC 401(k) Plan, Form 5500 (2024)
Creator: JJ Ortho PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JJ Ortho PLLC 401(k) Plan

401(k) retirement plan · JJ Ortho PLLC's JJ Ortho PLLC 401(k) Plan held $26K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

People on this filing

Julie Overacker signed JJ Ortho PLLC's 2024 Form 5500 as plan administrator.

Julie Overacker — 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

JJ Ortho PLLC's EIN is 92-1096361.

EIN 92-1096361

Plan number 001

Plan year 2024

ACK ID 20250915115742NAL0001726608001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JJ Ortho PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JJ Ortho PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JJ ORTHO PLLC.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JJ ORTHO PLLC

EIN

all filings

Address

4830 HWY 260 · SUITE 103 · LAKESIDE, AZ · 85929

Phone

(575) 936-2148

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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