How big is David A. Vukelja, P.A.'s plan?

David A. Vukelja, P.A.'s plan reported $240K in assets and 3 participants for 2024.

Original filing (PDF)20251015094407NAL0002185875001

David A. Vukelja, P.A.

Name: David A. Vukelja, P.A. — David A. Vukelja, P.A. Cash, Form 5500 (2024)
Creator: David A. Vukelja, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David A. Vukelja, P.A. Cash Balance Plan

Defined-benefit pension plan · David A. Vukelja, P.A.'s David A. Vukelja, P.A. Cash Balance Plan held $240K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

People on this filing

David Vukelja signed David A. Vukelja, P.A.'s 2024 Form 5500 as plan administrator.

David Vukelja — 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

David A. Vukelja, P.A.'s EIN is 59-2878459.

EIN 59-2878459

Plan number 002

Plan year 2024

ACK ID 20251015094407NAL0002185875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David A. Vukelja, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David A. Vukelja, P.A.'s plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off