Original filing (PDF)20250724071928NAL0006540976001

HOBE & Lucas CPAS, Inc.

Name: HOBE & Lucas CPAS, Inc. — HOBE & Lucas CPAS Profit, Form 5500 (2024)
Creator: HOBE & Lucas CPAS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HOBE & Lucas CPAS Profit Sharing Plan & Trust

401(k) retirement plan · HOBE & Lucas CPAS, Inc.'s HOBE & Lucas CPAS Profit Sharing Plan & Trust held $8.5M in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOBE & LUCAS CPAS, INC..

Plan sponsor

Name

HOBE & LUCAS CPAS, INC.

EIN

31-1488076all filings

Address

6000 FREEDMOM SQUARE DRIVE · INDEPENDENCE, OH · 44131

Phone

(216) 750-9653

Industry