Original filing (PDF)20250829070219NAL0019065424001

PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA

Name: PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA — PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA

Form 5500-SF

FILING_RECEIVED

PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA.

Plan sponsor

Name

PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA

EIN

26-0024449

Address

6853 ENERGY COURT · LAKEWOOD RANCH, FL · 34240

Phone

(941) 306-4730

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-08-29

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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