How big is JINA Penn-Tracy's plan?

JINA Penn-Tracy's plan reported $740K in assets and 5 participants for 2023.

Original filing (PDF)20241001150133NAL0007332049001

JINA Penn-Tracy

Name: JINA Penn-Tracy — Centered Wealth 401(k) - MEP, Form 5500 (2023)
Creator: JINA Penn-Tracy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Centered Wealth 401(k) - MEP 401(k) Plan

401(k) retirement plan · JINA Penn-Tracy's Centered Wealth 401(k) - MEP 401(k) Plan held $740K in plan assets for 5 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$740K

Net assets (EOY)

$740K

People on this filing

JINA Penn-Tracy signed JINA Penn-Tracy's 2023 Form 5500 as plan administrator.

JINA Penn-Tracy — 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

JINA Penn-Tracy's EIN is 92-3151945.

EIN 92-3151945

Plan number 001

Plan year 2023

ACK ID 20241001150133NAL0007332049001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for JINA Penn-Tracy from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

JINA Penn-Tracy's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JINA PENN-TRACY.

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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