How big is Jefferson Harmon & Associates, PC's plan?

Jefferson Harmon & Associates, PC's plan reported $2.5M in assets and 10 participants for 2025.

Original filing (PDF)20260417082218NAL0023787216001

Jefferson Harmon & Associates, PC

Name: Jefferson Harmon & Associates, PC — Jefferson Harmon, Form 5500 (2025)
Creator: Jefferson Harmon & Associates, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jefferson Harmon & Associates, PC 401(k) Plan

401(k) retirement plan · Jefferson Harmon & Associates, PC's Jefferson Harmon & Associates, PC 401(k) Plan held $2.5M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

David Harmon signed Jefferson Harmon & Associates, PC's 2025 Form 5500 as plan administrator.

David Harmon — 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

Jefferson Harmon & Associates, PC's EIN is 75-2323560.

EIN 75-2323560

Plan number 001

Plan year 2025

ACK ID 20260417082218NAL0023787216001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jefferson Harmon & Associates, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jefferson Harmon & Associates, PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFERSON HARMON & ASSOCIATES, PC.

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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 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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

JEFFERSON HARMON & ASSOCIATES, PC

EIN

all filings

Address

840 THOUSAND OAKS DRIVE · HURST, TX · 76054

Phone

(817) 355-9292

Industry

CPA Offices· Professional & Technical Services

Plan administrator