Original filing (PDF)20250521095110NAL0002955872001

LEBERGE & CURTIS, INC.

Name: LEBERGE & CURTIS, INC. — LEBERGE & CURTIS, INC. PROFIT SHARING 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: LEBERGE & CURTIS, INC.

Form 5500-SF

FILING_RECEIVED

LEBERGE & CURTIS, INC. PROFIT SHARING 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 LEBERGE & CURTIS, INC..

Plan sponsor

Name

LEBERGE & CURTIS, INC.

EIN

15-0580418

Address

6334 US HIGHWAY 11 · CANTON, NY · 13617

Phone

(315) 386-2494

Industry

Retail Tradesee 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

2025-05-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

L DAN SANDAGRR, INC. DBA ABRAHAMSON

ABRAHAMSON NURSERIES 401K PLAN

$2.7M · 29 participants

POTESTIO BROTHERS EQUIPMENT, INC.

PBE, INC. 401(K) PLAN

$2.7M · 60 participants

RICES NURSERY & LANDSCAPING, INC.

RICES NURSERY & LANDSCAPING, INC. 401(K) PROFIT SHARING PLAN

$2.6M · 91 participants

MCDONALD GARDENS LLC

MCDONALD GARDENS LLC 401K PLAN

$2.6M · 173 participants

FACKLER COUNTRY GARDENS, INC.

FACKLER COUNTRY GARDENS, INC. 401(K) PLAN AND TRUST