How big is JON Wollen's plan?

JON Wollen's plan reported $1.8M in assets and 4 participants for 2025.

Original filing (PDF)20260223150816NAL0003347330001

JON Wollen

Name: JON Wollen — JON Wollen Profit Sharing Plan, Form 5500 (2025)
Creator: JON Wollen
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JON Wollen Profit Sharing Plan

Defined-contribution retirement plan · JON Wollen's JON Wollen Profit Sharing Plan held $1.8M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

JON Wollen signed JON Wollen's 2025 Form 5500 as plan administrator.

JON Wollen — 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

JON Wollen's EIN is 74-2853651.

EIN 74-2853651

Plan number 001

Plan year 2025

ACK ID 20260223150816NAL0003347330001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JON Wollen from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JON Wollen's plan includes profit-sharing, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JON WOLLEN.

Finding similar companies…

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

Vendor & structure

100

Helping the score

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

Plan sponsor

Name

JON WOLLEN

EIN

all filings

Address

142 NORTH MAIN ST · KINGMAN, KS · 67068

Phone

(620) 532-3179

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-23

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

Welfare benefit codes

4B · Life insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

KATY Insurance Agency, Inc.

KATY Insurance Agency, Inc. 401(k) Profit Sharing Plan

$1.8M · 8 participants

Senior Life Insurance Company

Senior Life Insurance Company Retirement Savings Plan

$1.8M · 105 participants

R & L Insurance Agency, LLC

R & L Insurance Agency, LLC 401(k) Plan

$1.8M · 5 participants

Mathison Insurance Partners Inc.

Mathison Insurance Partners, Inc. 401(k) Plan

$1.8M · 11 participants

Gremesco Corporation

Gremesco Corporation 401(k) Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.