How big is Harris Welsh and Lukmann's plan?

Harris Welsh and Lukmann's plan reported $6.3M in assets and 8 participants for 2024.

Original filing (PDF)20251009181921NAL0003812163001

Harris Welsh and Lukmann

Name: Harris Welsh and Lukmann — Harris Welsh and Lukmann, Form 5500 (2024)
Creator: Harris Welsh and Lukmann
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harris Welsh and Lukmann Profit Sharing Plan

Defined-contribution retirement plan · Harris Welsh and Lukmann's Harris Welsh and Lukmann Profit Sharing Plan held $6.3M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Charles Lukmann III signed Harris Welsh and Lukmann's 2024 Form 5500 as plan administrator.

Charles Lukmann III — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Harris Welsh and Lukmann's EIN is 35-1263977.

EIN 35-1263977

Plan number 001

Plan year 2024

ACK ID 20251009181921NAL0003812163001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harris Welsh and Lukmann from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harris Welsh and Lukmann's plan includes profit-sharing, ERISA 404(c) participant direction, 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 HARRIS WELSH AND LUKMANN.

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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