How big is J. L. Serra MD PA's plan?

J. L. Serra MD PA's plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20251014151404NAL0003132033001

J. L. Serra MD PA

Name: J. L. Serra MD PA — Jorge L. Serra MD PA 401(k) Plan, Form 5500 (2024)
Creator: J. L. Serra MD PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jorge L. Serra MD PA 401(k) Plan

401(k) retirement plan · J. L. Serra MD PA's Jorge L. Serra MD PA 401(k) Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

J. L. Serra MD PA's EIN is 26-2636959.

EIN 26-2636959

Plan number 001

Plan year 2024

ACK ID 20251014151404NAL0003132033001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J. L. Serra MD PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J. L. Serra MD PA's plan includes profit-sharing, 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 J. L. SERRA MD PA.

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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

Knocking points off