Original filing (PDF)20241003153642NAL0004982531001

LESTER AND COMPANY, PC

Name: LESTER AND COMPANY, PC — TABLESPOON LLC 401(K) PLAN, Form 5500 (2023)
Creator: LESTER AND COMPANY, PC

Form 5500-SF

FILING_RECEIVED

TABLESPOON LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$547K

Net assets (EOY)

$547K

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.

Decision-maker contacts

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

Plan sponsor

Name

LESTER AND COMPANY, PC

EIN

20-3881576all filings

Address

1717 MAIN STREET · SUITE 3900 · DALLAS, TX · 752014617

Phone

(214) 989-6150

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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