· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LOIS B. LEPP, P.A. — LOIS B. LEPP, P.A. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250325194049NAL0022630192001
LOIS B. LEPP, P.A.
Form 5500-SF
FILING_RECEIVED
LOIS B. LEPP, P.A. 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LOIS B. LEPP, P.A.
.
Find decision makers
Plan sponsor
Name
LOIS B. LEPP, P.A.
EIN
02-0644757
Address
P.O. BOX 11216 · PENSACOLA, FL · 32524
Phone
(850) 435-1090
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
RAMSAY LAW FIRM PA
RAMSAY LAW FIRM PA 401(K) PLAN
$1.1M · 6 participants
GERALD J. DI CHIARA
GERALD J. DI CHIARA PROFIT SHARING PLAN
$1.1M · 1 participants
LAW OFFICE OF DEBORAH MATTHEWS
MATTHEWS, DEBORAH G. LAW OFFICE OF 401(K) PLAN
$1.1M · 2 participants
MCALPIN FLOREZ MARCOTTE, P.A.
MCALPIN FLOREZ MARCOTTE, P.A. 401(K) PROFIT SHARING PLAN
$1.1M · 7 participants
GALANTI LAW OFFICE, P.C.
GALANTI LAW OFFICE, P.C. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 8 participants
BENDER, LARSON, CHIDLEY, KOPPES & ASSOCIATES, S.C.
BENDER, LARSON, CHIDLEY, KOPPES & ASSOCIATES, SC 401(K) PROFIT SHARING PLAN
$1.1M · 9 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants
