Plan5500

Jones Gregg Financial, LLC — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jones Gregg Financial, LLC is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $80,319 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$80.3KDirect + indirect, across loaded filings$80,319
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$80.3K
Indirect compensationNot reported

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation52%Scentair Technologies, Inc.
Top state share of plans67%NC
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Jones Gregg Financial, LLC. Bars show relative scale.

  1. 1
    Scentair Technologies, Inc.$42.1K
    NC · 1 plan(s)
  2. 2
    Doc Maintenance, Inc.$21.1K
    SC · 1 plan(s)
  3. 3
    3fish, Inc.$17.1K
    NC · 1 plan(s)
Geographic reach

State footprint

Where Jones Gregg Financial, LLC appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    NC2 plan(s)
  2. 2
    SC1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Jones Gregg Financial, LLC are sponsored, by plan count.

  1. 1
    Charlotte, NC1 plan(s)
  2. 2
    Gastonia, NC1 plan(s)
  3. 3
    Fort Mill, SC1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Scentair Retirement Savings Plan$42.1K
    Scentair Technologies, Inc., NC · Direct $42.1K · 2023
  2. 2
    Doc Maintenance, Inc. 401(K) Plan$21.1K
    Doc Maintenance, Inc., SC · Direct $21.1K · 2023
  3. 3
    3fish, Inc. 401(K) Profit Sharing Plan$17.1K
    3fish, Inc., NC · Direct $17.1K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Jones Gregg Financial, LLC?
Public Form 5500 Schedule C filings report compensation paid to Jones Gregg Financial, LLC as a plan service provider. Across loaded filings, total reported compensation is $80,319.
How many plans report Jones Gregg Financial, LLC as a service provider?
Jones Gregg Financial, LLC appears on 3 loaded plan(s) across 3 sponsor(s).

Related Form 5500 pages