Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PA 401(k) Plan

The Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PA 401(k) on its latest Form 5500

Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PA (EIN 56-2525399) reports WOLFSON & LEON 401(K) PLAN on its most recent Form 5500, with $154K in plan assets across 22 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PA filing — schedules, fees, and providers.

Who runs the Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PA 401(k)?

Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PA’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PAHR for the recordkeeper’s name and login.

How to check your Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PA 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PA HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).