How big is Travis-Jeffries, P.A.'s plan?

Travis-Jeffries, P.A.'s plan reported $1.7M in assets and 6 participants for 2024.

Original filing (PDF)20250722114020NAL0001185491001

Travis-Jeffries, P.A.

Name: Travis-Jeffries, P.A. — Travis-Jeffries, P.A. Profit, Form 5500 (2024)
Creator: Travis-Jeffries, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Travis-Jeffries, P.A. Profit Sharing 401(k) Plan

401(k) retirement plan · Travis-Jeffries, P.A.'s Travis-Jeffries, P.A. Profit Sharing 401(k) Plan held $1.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Chris Gotsch signed Travis-Jeffries, P.A.'s 2024 Form 5500 as plan administrator.

Chris Gotsch — 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

Travis-Jeffries, P.A.'s EIN is 82-0358530.

EIN 82-0358530

Plan number 001

Plan year 2024

ACK ID 20250722114020NAL0001185491001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Travis-Jeffries, P.A.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRAVIS-JEFFRIES, P.A..

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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