How big is J W Havener, PLLC's plan?

J W Havener, PLLC's plan reported $505K in assets and 6 participants for 2025.

Original filing (PDF)20260519105416NAL0001411106001

J W Havener, PLLC

Name: J W Havener, PLLC — J W Havener, PLLC 401(k), Form 5500 (2025)
Creator: J W Havener, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J W Havener, PLLC 401(k) Retirement Plan

401(k) retirement plan · J W Havener, PLLC's J W Havener, PLLC 401(k) Retirement Plan held $505K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$505K

Net assets (EOY)

$505K

People on this filing

Dr. Jonathan Havener signed J W Havener, PLLC's 2025 Form 5500 as plan administrator.

Dr. Jonathan Havener — 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

J W Havener, PLLC's EIN is 83-2993310.

EIN 83-2993310

Plan number 001

Plan year 2025

ACK ID 20260519105416NAL0001411106001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for J W Havener, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

J W Havener, PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J W HAVENER, PLLC.

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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