JONATHAN S. ROOT, PA 401K PROFIT SHARING PLAN AND TRUST

[ EIN: 02-0659756 | Plan No. 001 ]

Form 5500 records indicate that JONATHAN S. ROOT, PA 401K PROFIT SHARING PLAN AND TRUST is a 401(k) plan sponsored by JONATHAN S. ROOT, PA. The plan is classified as a Small Plan with 7 participants and assets totaling $1,787,552 for the 2024 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: JONATHAN S. ROOT, PA

Location: 2000 GLADES ROAD, SUITE 412, BOCA RATON, FL 33431

EIN: 020659756

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 7

Total Assets: $1,787,552

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