How big is Lovall and Assoc.'s plan?

Lovall and Assoc.'s plan reported $853K in assets and 4 participants for 2025.

Original filing (PDF)20260422104057NAL0007657602001

Lovall and Assoc.

Name: Lovall and Assoc. — Lovall and Assoc. Profit Sharing, Form 5500 (2025)
Creator: Lovall and Assoc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lovall and Assoc. Profit Sharing Plan

401(k) retirement plan · Lovall and Assoc.'s Lovall and Assoc. Profit Sharing Plan held $853K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$853K

Net assets (EOY)

$853K

People on this filing

Larry D. Lovall signed Lovall and Assoc.'s 2025 Form 5500 as plan administrator.

Larry D. Lovall — 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

Lovall and Assoc.'s EIN is 35-1920684.

EIN 35-1920684

Plan number 001

Plan year 2025

ACK ID 20260422104057NAL0007657602001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lovall and Assoc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lovall and Assoc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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