How big is Posey Legal PC's plan?

Posey Legal PC's plan reported $249K in assets and 5 participants for 2024.

Original filing (PDF)20250618171530NAL0004080896001

Posey Legal PC

Name: Posey Legal PC — Posey Legal PC 401(k) Plan, Form 5500 (2024)
Creator: Posey Legal PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Posey Legal PC 401(k) Plan

401(k) retirement plan · Posey Legal PC's Posey Legal PC 401(k) Plan held $249K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$249K

Net assets (EOY)

$249K

People on this filing

Joanna L Posey signed Posey Legal PC's 2024 Form 5500 as plan administrator.

Joanna L Posey — 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

Posey Legal PC's EIN is 84-2689682.

EIN 84-2689682

Plan number 001

Plan year 2024

ACK ID 20250618171530NAL0004080896001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Posey Legal PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Posey Legal PC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), 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 POSEY LEGAL 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