How big is Paul Kowalewski's plan?

Paul Kowalewski's plan reported $967K in assets and 3 participants for 2024.

Original filing (PDF)20251003115739NAL0001345169001

Paul Kowalewski

Name: Paul Kowalewski — Paul Kowalewski Profit, Form 5500 (2024)
Creator: Paul Kowalewski
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paul Kowalewski Profit Sharing/401(k) Plan

401(k) retirement plan · Paul Kowalewski's Paul Kowalewski Profit Sharing/401(k) Plan held $967K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$967K

Net assets (EOY)

$967K

Plan identifiers

Paul Kowalewski's EIN is 23-2949264.

EIN 23-2949264

Plan number 001

Plan year 2024

ACK ID 20251003115739NAL0001345169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Paul Kowalewski from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Paul Kowalewski's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAUL KOWALEWSKI.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

PAUL KOWALEWSKI

EIN

all filings

Address

2081 E. HIGH STREET, SUITE 200 · SANATOGA, PA · 19464

Phone

(215) 793-4300

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Rxresults LLC

Rxresults LLC 401(k) Profit Sharing Plan & Trust

$966K · 25 participants

IRA Financial Trust Company

Iraft 401(k) Trust

$969K · 50 participants

Settlement Planners Inc.

Settlement Planners Inc. 401(k) Profit Sharing Plan & Trust

$964K · 4 participants

Bob Boswell Insurance Agency, Inc.

Bob Boswell Insurance Agency, Inc. Profit Sharing Plan

$960K · 6 participants

N C McDonald Consulting Inc.

N C McDonald Consulting Inc. 401(k) Profit Sharing Plan and Trust

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.