How big is JLIS Inc.'s plan?

JLIS Inc.'s plan reported $2.9M in assets and 9 participants for 2024.

Original filing (PDF)20251010183249NAL0004459491001

JLIS Inc.

Name: JLIS Inc. — Jessica LIU Insurance Services Pension, Form 5500 (2024)
Creator: JLIS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jessica LIU Insurance Services Pension Plan

Defined-benefit pension plan · JLIS Inc.'s Jessica LIU Insurance Services Pension Plan held $2.9M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

JLIS Inc.'s EIN is 94-3328853.

EIN 94-3328853

Plan number 002

Plan year 2024

ACK ID 20251010183249NAL0004459491001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JLIS Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score