Original filing (PDF)20250307070820NAL0007091987001

LEWIS & JURNOVOY, P.A.

Name: LEWIS & JURNOVOY, P.A. — LEWIS & JURNOVOY, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: LEWIS & JURNOVOY, P.A.

Form 5500-SF

FILING_RECEIVED

LEWIS & JURNOVOY, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEWIS & JURNOVOY, P.A..

Plan sponsor

Name

LEWIS & JURNOVOY, P.A.

EIN

59-3497634

Address

1100 N. PALAFOX STREET · PENSACOLA, FL · 32501

Phone

(850) 432-9110

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-03-07

Pension benefit codes

2A · Age/service weighted or new comparability

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

HOLCH & ERICKSON, LLP

HOLCH & ERICKSON, LLP PROFIT SHARING PLAN

$5.4M · 1 participants

JOEL BIEBER, LLC

JOEL BIEBER, LLC 401(K) PLAN

$5.4M · 96 participants

HEISE JORGENSEN & STEFANELLI, P.A.

HEISE JORGENSEN & STEFANELLI, P.A. PROFIT SHARING PLAN

$5.4M · 11 participants

FREED KANNER LONDON & MILLEN, LLC

FREED KANNER LONDON & MILLEN, LLC 401K

$5.4M · 10 participants

HAMPTON & ROYCE LC

AMENDED SELF EMPLOYED RETIREMENT PLAN OF HAMPTON & ROYCE LC