Original filing (PDF)20250722143348NAL0001435939001

MARK S LEWIS

Name: MARK S LEWIS — MARK S LEWIS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MARK S LEWIS

Form 5500-SF

FILING_RECEIVED

MARK S LEWIS 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$950K

Net assets (EOY)

$950K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MARK S LEWIS

EIN

16-1593213all filings

Address

8331 LEWISTON RD · BATAVIA, NY · 140201200

Phone

(585) 343-4959

Industry