How big is Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PA's plan?

Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PA's plan reported $154K in assets and 22 participants for 2024.

Original filing (PDF)20251015164609NAL0005455137001

Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PA

Name: Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PA — Form 5500 Plan 001 (2024)
Creator: Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolfson & Leon 401(k) Plan

401(k) retirement plan · Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PA's Wolfson & Leon 401(k) Plan held $154K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$154K

Net assets (EOY)

$154K

Plan identifiers

Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PA's EIN is 56-2525399.

EIN 56-2525399

Plan number 001

Plan year 2024

ACK ID 20251015164609NAL0005455137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jonah M. Wolfson, P.A. DBA Wolfson & Leon, PA'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 JONAH M. WOLFSON, P.A. DBA WOLFSON & LEON, PA.

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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