How big is JEFF Boldon CPA LLC's plan?

JEFF Boldon CPA LLC's plan reported $134K in assets and 7 participants for 2025.

Original filing (PDF)20260524101052NAL0010149090001

JEFF Boldon CPA LLC

Name: JEFF Boldon CPA LLC — JEFF Boldon CPA PLLC 401(k), Form 5500 (2025)
Creator: JEFF Boldon CPA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEFF Boldon CPA PLLC 401(k) Plan

401(k) retirement plan · JEFF Boldon CPA LLC's JEFF Boldon CPA PLLC 401(k) Plan held $134K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$134K

Net assets (EOY)

$134K

People on this filing

JEFF Boldon signed JEFF Boldon CPA LLC's 2025 Form 5500 as plan administrator.

JEFF Boldon — 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

JEFF Boldon CPA LLC's EIN is 27-2612999.

EIN 27-2612999

Plan number 001

Plan year 2025

ACK ID 20260524101052NAL0010149090001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JEFF Boldon CPA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JEFF Boldon CPA LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFF BOLDON CPA LLC.

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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