How big is David Lohff's plan?

David Lohff's plan reported $125K in assets and 3 participants for 2025.

Original filing (PDF)20260331103653NAL0006106499001

David Lohff

Name: David Lohff — Lohff and Nelson Retirement Plan, Form 5500 (2025)
Creator: David Lohff
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lohff and Nelson Retirement Plan

401(k) retirement plan · David Lohff's Lohff and Nelson Retirement Plan held $125K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

Plan identifiers

David Lohff's EIN is 27-1905594.

EIN 27-1905594

Plan number 001

Plan year 2025

ACK ID 20260331103653NAL0006106499001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David Lohff from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David Lohff's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

DAVID LOHFF

EIN

all filings

Address

101 E CHARLES STREET, SUITE 106 · LA PLATA, MD · 20646

Phone

(301) 934-9219

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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