How big is Lucas Group Financial Planners Inc.'s plan?

Lucas Group Financial Planners Inc.'s plan reported $6.7M in assets and 5 participants for 2024.

Original filing (PDF)20250314155939NAL0022487713001

Lucas Group Financial Planners Inc.

Name: Lucas Group Financial Planners Inc. — Lucas Group, Form 5500 (2024)
Creator: Lucas Group Financial Planners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lucas Group 401(k) Profit Sharing Plan

401(k) retirement plan · Lucas Group Financial Planners Inc.'s Lucas Group 401(k) Profit Sharing Plan held $6.7M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Lucas Group Financial Planners Inc.'s EIN is 20-0568691.

EIN 20-0568691

Plan number 001

Plan year 2024

ACK ID 20250314155939NAL0022487713001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lucas Group Financial Planners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lucas Group Financial Planners Inc.'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 LUCAS GROUP FINANCIAL PLANNERS INC.

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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