Original filing (PDF)20241007222133NAL0009215539001

GAMBLE JONES INVESTMENT COUNSEL

Name: GAMBLE JONES INVESTMENT COUNSEL — GAMBLE JONES INVESTMENT COUNSEL 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: GAMBLE JONES INVESTMENT COUNSEL

Form 5500-SF

FILING_RECEIVED

GAMBLE JONES INVESTMENT COUNSEL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 GAMBLE JONES INVESTMENT COUNSEL.

Plan sponsor

Name

GAMBLE JONES INVESTMENT COUNSEL

EIN

95-4249094

Address

301 E COLORADO BLVD STE 830 · PASADENA, CA · 911011994

Phone

(626) 795-7583

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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