Terry Jones & Associates, PC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Terry Jones & Associates, PC
  • Sponsor EIN: 630796495
  • Sponsor Address: 5910 GRELOT ROAD, MOBILE, AL, 36609
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$12,146$41,446
20234$1.8M$13,278$41,581
20223$1.4M$11,615$36,188

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