How big is JOLI Lofstedt, P.C.'s plan?

JOLI Lofstedt, P.C.'s plan reported $240K in assets and 3 participants for 2024.

Original filing (PDF)20250527080231NAL0005471361001

JOLI Lofstedt, P.C.

Name: JOLI Lofstedt, P.C. — JOLI Lofstedt, P.C. 401(k), Form 5500 (2024)
Creator: JOLI Lofstedt, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JOLI Lofstedt, P.C. 401(k)

401(k) retirement plan · JOLI Lofstedt, P.C.'s JOLI Lofstedt, P.C. 401(k) held $240K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

People on this filing

JOLI Lofstedt signed JOLI Lofstedt, P.C.'s 2024 Form 5500 as plan administrator.

JOLI Lofstedt — 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

JOLI Lofstedt, P.C.'s EIN is 84-1225454.

EIN 84-1225454

Plan number 001

Plan year 2024

ACK ID 20250527080231NAL0005471361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JOLI Lofstedt, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JOLI Lofstedt, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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