Original filing (PDF)20240802174251NAL0016146323001

SCHANER & LUBITZ, PLLC

Name: SCHANER & LUBITZ, PLLC — SLPLLC 401(K) PLAN, Form 5500 (2023)
Creator: SCHANER & LUBITZ, PLLC

Form 5500-SF

FILING_RECEIVED

SLPLLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$504K

Net assets (EOY)

$504K

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 (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHANER & LUBITZ, PLLC.

Plan sponsor

Name

SCHANER & LUBITZ, PLLC

EIN

26-3929171all filings

Address

4550 MONTGOMERY AVENUE, SUITE 1100 · BETHESDA, MD · 20814

Phone

(240) 482-2848

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

RICHARD E. MORRIS

EIN

52-1711839

City

BETHESDA, MD

Phone

(240) 464-0122

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-02

Pension benefit codes

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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