How big is Peter Lorimer Group Estates, Inc.'s plan?

Peter Lorimer Group Estates, Inc.'s plan reported $3.1M in assets and 3 participants for 2023.

Original filing (PDF)20240916145933NAL0001628417001

Peter Lorimer Group Estates, Inc.

Name: Peter Lorimer Group Estates, Inc. — Peter Lorimer, Form 5500 (2023)
Creator: Peter Lorimer Group Estates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peter Lorimer Group Estates, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Peter Lorimer Group Estates, Inc.'s Peter Lorimer Group Estates, Inc. 401(k) Profit Sharing Plan held $3.1M in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Peter Lorimer Group Estates, Inc.'s EIN is 27-2600844.

EIN 27-2600844

Plan number 002

Plan year 2023

ACK ID 20240916145933NAL0001628417001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Peter Lorimer Group Estates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Peter Lorimer Group Estates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 PETER LORIMER GROUP ESTATES, INC..

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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