How big is Lewis Montana PC's plan?

Lewis Montana PC's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20250305174038NAL0009003489001

Lewis Montana PC

Name: Lewis Montana PC — Lewis Montana PC 401(k) Profit, Form 5500 (2024)
Creator: Lewis Montana PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lewis Montana PC 401(k) Profit Sharing Plan

401(k) retirement plan · Lewis Montana PC's Lewis Montana PC 401(k) Profit Sharing Plan held $1.4M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Lewis Montana PC's EIN is 13-3120790.

EIN 13-3120790

Plan number 001

Plan year 2024

ACK ID 20250305174038NAL0009003489001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lewis Montana PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lewis Montana PC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEWIS MONTANA PC.

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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