How big is PENA & SOMA, APC's plan?

PENA & SOMA, APC's plan reported $1K in assets and 3 participants for 2024.

Original filing (PDF)20251015142835NAL0009733218001

PENA & SOMA, APC

Name: PENA & SOMA, APC — PENA & SOMA, APC 401(k) Plan, Form 5500 (2024)
Creator: PENA & SOMA, APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PENA & SOMA, APC 401(k) Plan

401(k) retirement plan · PENA & SOMA, APC's PENA & SOMA, APC 401(k) Plan held $1K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

People on this filing

Leonard PENA signed PENA & SOMA, APC's 2024 Form 5500 as plan administrator.

Leonard PENA — 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

PENA & SOMA, APC's EIN is 26-3186972.

EIN 26-3186972

Plan number 001

Plan year 2024

ACK ID 20251015142835NAL0009733218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PENA & SOMA, APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PENA & SOMA, APC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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