How big is William M. Julien, P.A.'s plan?

William M. Julien, P.A.'s plan reported $247K in assets and 2 participants for 2023.

Original filing (PDF)20241012085408NAL0023328113001

William M. Julien, P.A.

Name: William M. Julien, P.A. — William M. Julien, P.A., Form 5500 (2023)
Creator: William M. Julien, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William M. Julien, P.A. Retirement Plan

401(k) retirement plan · William M. Julien, P.A.'s William M. Julien, P.A. Retirement Plan held $247K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$247K

Net assets (EOY)

$247K

People on this filing

Louis A. Lonetto signed William M. Julien, P.A.'s 2023 Form 5500 as plan administrator.

Louis A. Lonetto — 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

William M. Julien, P.A.'s EIN is 41-2151048.

EIN 41-2151048

Plan number 001

Plan year 2023

ACK ID 20241012085408NAL0023328113001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for William M. Julien, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

William M. Julien, P.A.'s plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM M. JULIEN, P.A..

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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