· 2022–2024 · DOL EFAST2

Monday Leman Financial Services — Jennifer Monday, Form 5500 (2024)

Original filing (PDF)20250711125457NAL0004680547001

Monday Leman Financial Services

Form 5500-SF

FILING_RECEIVED

Jennifer Monday Leman Profit Sharing Plan

401(k) retirement plan · Monday Leman Financial Services' Jennifer Monday Leman Profit Sharing Plan held $2.4M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONDAY LEMAN FINANCIAL SERVICES.

Plan sponsor

Name

MONDAY LEMAN FINANCIAL SERVICES

EIN

46-0597138all filings

Address

6363 WOODWAY #380 · HOUSTON, TX · 77057

Phone

(713) 532-0123

Industry

Finance & Insurance

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

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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