Profit Sharing · DOL Form 5500 · 2024

Jp Money Financial Solutions Inc Profit Sharing Plan

Data updated 2026-08-25

$194K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$97,089
Avg per participant Below avg balance/head
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Official DOL plan name: Jp Money Financial Solutions Inc Profit Sharing Pl · Sponsored by Jp Money Financial Solutions Inc · California · Real Estate

$194K in assets, 2 participants

Jp Money Financial Solutions Inc's Jp Money Financial Solutions Inc Profit Sharing Pl reported $194K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 10th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #702 in Real Estate (4,605 peers)

Jp Money Financial Solutions Inc multi-year trail

Jp Money Financial Solutions Inc's plans moved -26.5% in assets from 2022 to 2024; this filing shows Jp Money Financial Solutions Inc Profit Sharing Pl at $194K / 2 participants.

#702
in Real Estate (4,605 peers)
-18.0%
assets change YoY

The plan reported a net loss of $43K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jp Money Financial Solutions Inc Profit Sharing Pl among the smaller filed plans by assets

Jp Money Financial Solutions Inc Profit Sharing Pl vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$194,178 10th percentile higher than 10% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Jp Money Financial Solutions Inc Profit Sharing Pl among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jp Money Financial Solutions Inc Profit Sharing Pl is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jp Money Financial Solutions Inc Profit Sharing Pl reported net income fell from -$27K in the plan year 2023 filing to -$43K in the plan year 2024 filing.
  • Jp Money Financial Solutions Inc Profit Sharing Pl end-of-year assets fell from $237K in the plan year 2023 filing to $194K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 844958429 · Jp Money Financial Solutions Inc PY 2024 · Profit Sharing

Jp Money Financial Solutions Inc Profit Sharing Pl · $194K · 2 · 10th

  • 5500 $194K
  • 5500 2
  • 5500 10th
  • 5500 Profit Sharing
  • 5500 near N. Franceschini Retirement Plan
  • 5500 ind #702

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in California →

Jp Money Financial Solutions Inc Profit Sharing Pl in the asset neighbourhood

Jp Money Financial Solutions Inc Profit Sharing PlJp Money Financial Solutions…$194KN. Franceschini Retirement PlanN. Franceschini Retirement P…$194KTactical Marketing Inc. Retirement PlanTactical Marketing Inc. Reti…$194KSavard Ventures Inc. Retirement PlanSavard Ventures Inc. Retirem…$194KJbk Treats Inc. Retirement PlanJbk Treats Inc. Retirement P…$194K
End-of-year total assets ($M) among Jp Money Financial Solutions Inc Profit Sharing Pl and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jp Money Financial Solutions Inc multi-year asset trail

Sponsor-wide plan assets over time

All Jp Money Financial Solutions Inc plans reported in each filing year

Latest sponsor-wide plan assets
$194K 26.542887622852213% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M 202220232024 $0.26M $0.19M ▼ -26.9%
Year Plans Participants Total Assets
2022 1 2 $264K
2023 1 2 $237K
2024 1 2 $194K

Jp Money Financial Solutions Inc filing trail (2024)

Total Assets (Beginning of Year)$237K
Net Assets (End of Year)$194K
Net Income-$43K
Employer EIN844958429
Plan Effective Date2020-02-24
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Jp Money Financial Solutions Inc Profit Sharing Pl vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Jp Money Financial Solutions Inc Profit Sharing Pl, Total assets ($B): 0.000194178 · Participants: 2Jp Money Financial Solutions Inc Profit Sharing PlScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Jp Money Financial Solutions Inc Profit Sharing Pl vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Jp Money Financial Solutions Inc Profit Sharing Pl side-by-side with 3 peers →

Jp Money Financial Solutions Inc Profit Sharing Pl's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is N. Franceschini Retirement Plan in PR ($194K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($194K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jp Money Financial Solutions Inc Profit Sharing Pl assets move in 2024? ▼
Jp Money Financial Solutions Inc Profit Sharing Pl declined sharply - down 18.0% during 2024, from $237K to $194K. Reported net income was -$43K.
How have Jp Money Financial Solutions Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jp Money Financial Solutions Inc's sponsor-wide assets declined 26.5%, from $264K to $194K.
Where does Jp Money Financial Solutions Inc Profit Sharing Pl rank by assets among Form 5500 filers? ▼
Jp Money Financial Solutions Inc Profit Sharing Pl ranks in the 10th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Jp Money Financial Solutions Inc Profit Sharing Pl? ▼
Among Profit Sharing plans in other states, the closest by assets is N. Franceschini Retirement Plan in PR ($194K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Jp Money Financial Solutions Inc Profit Sharing Pl? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 844958429.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.