How big is Jacob K Peters' plan?

Jacob K Peters' plan reported $63K in assets and 3 participants for 2024.

Original filing (PDF)20260105161753NAL0005949491001

Jacob K Peters

Name: Jacob K Peters — Reedley Wellness Center, Form 5500 (2024)
Creator: Jacob K Peters
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Reedley Wellness Center

401(k) retirement plan · Jacob K Peters' Reedley Wellness Center held $63K in plan assets for 3 participants in 2024.

Signals · 1

Late filing · 1.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

People on this filing

Julianne Forcan Begbie signed Jacob K Peters' 2024 Form 5500 as plan administrator.

Julianne Forcan Begbie — 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

Jacob K Peters' EIN is 94-2766346.

EIN 94-2766346

Plan number 001

Plan year 2024

ACK ID 20260105161753NAL0005949491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacob K Peters from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacob K Peters' plan includes profit-sharing, a 401(k) feature, 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 JACOB K PETERS.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.6 months past the 10.5-month grace window.

Helping the score

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

Plan sponsor

Name

JACOB K PETERS

DBA

REEDLEY WELLNESS CENTER

EIN

all filings

Address

750 G ST · REEDLEY, CA · 936542641

Phone

(559) 637-9818

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

2026-01-05

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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