Jones Gill LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jones Gill LLP
  • Sponsor EIN: 760558384
  • Sponsor Address: 6363 WOODWAY, STE. 1100, HOUSTON, TX, 77057
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $1.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$1.2M$35,991$69,126
20236$1.0M$33,722$83,275
20227$844,934$30,647$35,602

Similar Plans