Original filing (PDF)20260114151448NAL0017850739001

LEWIS WALLACK & ASSOCIATES, INC.

Name: LEWIS WALLACK & ASSOCIATES, INC. — LEWIS WALLACK & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: LEWIS WALLACK & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

LEWIS WALLACK & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 LEWIS WALLACK & ASSOCIATES, INC..

Plan sponsor

Name

LEWIS WALLACK & ASSOCIATES, INC.

EIN

34-1259663

Address

5150 THREE VILLAGE DRIVE · LYNDHURST, OH · 44124

Phone

(440) 461-1181

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-01-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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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