How big is Matt Jonza Agency Inc.'s plan?

Matt Jonza Agency Inc.'s plan reported $719K in assets and 27 participants for 2025.

Original filing (PDF)20260520220050NAL0001415219075

Matt Jonza Agency Inc.

Name: Matt Jonza Agency Inc. — Matt Jonza Agency 401(k), Form 5500 (2025)
Creator: Matt Jonza Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matt Jonza Agency 401(k) Plan

401(k) retirement plan · Matt Jonza Agency Inc.'s Matt Jonza Agency 401(k) Plan held $719K in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$719K

Net assets (EOY)

$719K

People on this filing

Elantha Barry signed Matt Jonza Agency Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Matt Jonza Agency Inc.'s EIN is 90-1075002.

EIN 90-1075002

Plan number 001

Plan year 2025

ACK ID 20260520220050NAL0001415219075

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Matt Jonza Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Matt Jonza Agency Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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