How big is Penny W Schmidt PA's plan?

Penny W Schmidt PA's plan reported $969K in assets and 2 participants for 2024.

Original filing (PDF)20250806115835NAL0003762464001

Penny W Schmidt PA

Name: Penny W Schmidt PA — Penny W Schmidt PA 401(k) Plan, Form 5500 (2024)
Creator: Penny W Schmidt PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Penny W Schmidt PA 401(k) Plan

401(k) retirement plan · Penny W Schmidt PA's Penny W Schmidt PA 401(k) Plan held $969K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$969K

Net assets (EOY)

$969K

People on this filing

Penny Schmidt signed Penny W Schmidt PA's 2024 Form 5500 as plan administrator.

Penny Schmidt — 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

Penny W Schmidt PA's EIN is 84-3131438.

EIN 84-3131438

Plan number 001

Plan year 2024

ACK ID 20250806115835NAL0003762464001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Penny W Schmidt PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Penny W Schmidt PA'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 PENNY W SCHMIDT PA.

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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 average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

PENNY W SCHMIDT PA

EIN

all filings

Address

2700C UNIVERSITY BLVD W · JACKSONVILLE, FL · 32217

Phone

(904) 224-6991

Industry

Law Offices· Professional & Technical Services

Plan administrator