Original filing (PDF)20241004111318NAL0005648467001

LHS OF SOUTHWEST FLORIDA, LLC

Name: LHS OF SOUTHWEST FLORIDA, LLC — LHS OF SOUTHWEST FLORIDA, LLC 401(K) PS PLAN, Form 5500 (2023)
Creator: LHS OF SOUTHWEST FLORIDA, LLC

Form 5500-SF

FILING_RECEIVED

LHS OF SOUTHWEST FLORIDA, LLC 401(K) PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$321K

Net assets (EOY)

$321K

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 LHS OF SOUTHWEST FLORIDA, LLC.

Plan sponsor

Name

LHS OF SOUTHWEST FLORIDA, LLC

EIN

27-3765616

Address

12244 TREELINE AVE STE 7 · FORT MYERS, FL · 33913

Phone

(239) 728-2143

Industry

Constructionsee 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

2024-10-04

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

TRADITIONS LATH & STUCCO, INC.

TRADITIONS LATH & STUCCO, INC. 401(K) PLAN

$321K · 363 participants

ZARRILLI HOMES, LLC

ZARRILLI HOMES, LLC PROFIT SHARING PLAN

$321K · 4 participants

MURAWSKI CONSTRUCTION, LLC

MURAWSKI CONSTRUCTION, LLC PROFIT SHARING PLAN

$322K · 3 participants

MIKE GARCIA CONSTRUCTION

MIKE GARCIA CONSTRUCTION 401(K) PLAN

$322K · 10 participants

OPS INTERMODAL, LLC

OPS INTERMODAL, LLC 401(K) PLAN

$321K · 3 participants