Original filing (PDF)20251002104651NAL0000258131001

LECHNER & STAUFFER, INC.

Name: LECHNER & STAUFFER, INC. — LECHNER & STAUFFER, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LECHNER & STAUFFER, INC.

Form 5500-SF

FILING_RECEIVED

LECHNER & STAUFFER, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.7M

Net assets (EOY)

$11.7M

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 LECHNER & STAUFFER, INC..

Plan sponsor

Name

LECHNER & STAUFFER, INC.

EIN

23-1681614

Address

PO BOX 26 · 589 MAIN STREET · PENNSBURG, PA · 180730026

Phone

(215) 679-9568

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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 Insurance Agencies & Brokerages plans

STERN AGENCY, INC.

STERN AGENCY, INC. PROFIT SHARING PLAN

$11.7M · 25 participants

GIS NATIONAL, LLC

GIS NATIONAL, LLC 401(K) PLAN AND TRUST

$11.7M · 295 participants

ASSOCIATES OF GLENS FALLS, INC.

ASSOCIATES OF GLENS FALLS, INC. PROFIT SHARING PLAN

$11.8M · 28 participants

TRIBRIDGE PARTNERS LLC

TRIBRIDGE PARTNERS, LLC 401(K) PROFIT SHARING PLAN

$11.5M · 57 participants

MED JAMES, INC.

MED JAMES, INC. RETIREMENT SAVINGS PROFIT SHARING PLAN