Original filing (PDF)20251015164609NAL0005455137001

JONAH M. WOLFSON, P.A. DBA WOLFSON & LEON, PA

Name: JONAH M. WOLFSON, P.A. DBA WOLFSON & LEON, PA — WOLFSON & LEON 401(K) PLAN, Form 5500 (2024)
Creator: JONAH M. WOLFSON, P.A. DBA WOLFSON & LEON, PA

Form 5500-SF

FILING_RECEIVED

WOLFSON & LEON 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$154K

Net assets (EOY)

$154K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONAH M. WOLFSON, P.A. DBA WOLFSON & LEON, PA.

Plan sponsor

Name

JONAH M. WOLFSON, P.A. DBA WOLFSON & LEON, PA

EIN

56-2525399all filings

Address

3399 SW 3RD AVE. · MIAMI, FL · 33145

Phone

(305) 285-1115

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator