How big is LOIS B. LEPP, P.A.'s plan?

LOIS B. LEPP, P.A.'s plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20250325194049NAL0022630192001

LOIS B. LEPP, P.A.

Name: LOIS B. LEPP, P.A. — LOIS B. LEPP, P.A. 401(k) Plan, Form 5500 (2024)
Creator: LOIS B. LEPP, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LOIS B. LEPP, P.A. 401(k) Plan

401(k) retirement plan · LOIS B. LEPP, P.A.'s LOIS B. LEPP, P.A. 401(k) Plan held $1.1M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

LOIS B. LEPP signed LOIS B. LEPP, P.A.'s 2024 Form 5500 as plan administrator.

LOIS B. LEPP — 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

LOIS B. LEPP, P.A.'s EIN is 02-0644757.

EIN 02-0644757

Plan number 001

Plan year 2024

ACK ID 20250325194049NAL0022630192001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LOIS B. LEPP, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LOIS B. LEPP, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

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