How big is Lempia Summerfield KATZ LLC's plan?

Lempia Summerfield KATZ LLC's plan reported $10.9M in assets and 32 participants for 2024.

Original filing (PDF)20250715153959NAL0005011986001

Lempia Summerfield KATZ LLC

Name: Lempia Summerfield KATZ LLC — Lempia Summerfield, Form 5500 (2024)
Creator: Lempia Summerfield KATZ LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lempia Summerfield KATZ LLC 401(k) Plan

401(k) retirement plan · Lempia Summerfield KATZ LLC's Lempia Summerfield KATZ LLC 401(k) Plan held $10.9M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

People on this filing

Linda Bones signed Lempia Summerfield KATZ LLC's 2024 Form 5500 as plan administrator.

Linda Bones — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lempia Summerfield KATZ LLC's EIN is 20-3694084.

EIN 20-3694084

Plan number 001

Plan year 2024

ACK ID 20250715153959NAL0005011986001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lempia Summerfield KATZ LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lempia Summerfield KATZ LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), 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 LEMPIA SUMMERFIELD KATZ LLC.

Finding similar companies…

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