Original filing (PDF)20251010183249NAL0004459491001

JLIS INC.

Name: JLIS INC. — JESSICA LIU INSURANCE SERVICES PENSION PLAN, Form 5500 (2024)
Creator: JLIS INC.

Form 5500-SF

FILING_RECEIVED

JESSICA LIU INSURANCE SERVICES PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JLIS INC..

Plan sponsor

Name

JLIS INC.

EIN

94-3328853

Address

3428 BALBOA ST · SAN FRANCISCO, CA · 94121

Phone

(415) 386-2283

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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