Original filing (PDF)20250411141806NAL0012675507001

LEWIS & MURPHY REALTY, INC.

Name: LEWIS & MURPHY REALTY, INC. — EMPLOYEE BENEFIT OF PLAN OF LEWIS & MURPHY REALTY, INC., Form 5500 (2023)
Creator: LEWIS & MURPHY REALTY, INC.

Form 5500-SF

FILING_RECEIVED

EMPLOYEE BENEFIT OF PLAN OF LEWIS & MURPHY REALTY, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEWIS & MURPHY REALTY, INC..

Plan sponsor

Name

LEWIS & MURPHY REALTY, INC.

EIN

11-1539845

Address

47 HILLSIDE AVE · MANHASSET, NY · 110302229

Phone

(516) 627-9600

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-11

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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