Original filing (PDF)20250415171207NAL0003683233001

GFJ, INC. DBA JAFFE INSURANCE AGENCY

Name: GFJ, INC. DBA JAFFE INSURANCE AGENCY — GFJ, INC. DBA JAFFE INSURANCE AGENCY 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: GFJ, INC. DBA JAFFE INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

GFJ, INC. DBA JAFFE INSURANCE AGENCY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 GFJ, INC. DBA JAFFE INSURANCE AGENCY.

Plan sponsor

Name

GFJ, INC. DBA JAFFE INSURANCE AGENCY

EIN

95-3051113

Address

13160 MINDANAO WAY · SUITE 204 · MARINA DEL REY, CA · 902927903

Phone

(310) 827-5050

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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