How big is Jeffrey L. Winnicki, PC's plan?

Jeffrey L. Winnicki, PC's plan reported $648K in assets and 5 participants for 2024.

Original filing (PDF)20250804112459NAL0002635010001

Jeffrey L. Winnicki, PC

Name: Jeffrey L. Winnicki, PC — Jeffrey L. Winnicki, PC, Form 5500 (2024)
Creator: Jeffrey L. Winnicki, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey L. Winnicki, PC Safe Harbor 401(k) Plan

401(k) retirement plan · Jeffrey L. Winnicki, PC's Jeffrey L. Winnicki, PC Safe Harbor 401(k) Plan held $648K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$648K

Net assets (EOY)

$648K

People on this filing

Jeffrey Winnicki signed Jeffrey L. Winnicki, PC's 2024 Form 5500 as plan administrator.

Jeffrey Winnicki — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jeffrey L. Winnicki, PC's EIN is 20-1937762.

EIN 20-1937762

Plan number 001

Plan year 2024

ACK ID 20250804112459NAL0002635010001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey L. Winnicki, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey L. Winnicki, PC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY L. WINNICKI, PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score