How big is LOIS Kulinsky & Associates, Ltd.'s plan?

LOIS Kulinsky & Associates, Ltd.'s plan reported $5.8M in assets and 4 participants for 2024.

Original filing (PDF)20250729151029NAL0001428755001

LOIS Kulinsky & Associates, Ltd.

Name: LOIS Kulinsky & Associates, Ltd. — LOIS Kulinsky &, Form 5500 (2024)
Creator: LOIS Kulinsky & Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LOIS Kulinsky & Associates, Ltd. Employees Retirement Plan

Defined-contribution retirement plan · LOIS Kulinsky & Associates, Ltd.'s LOIS Kulinsky & Associates, Ltd. Employees Retirement Plan held $5.8M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

JEFF Kulinsky signed LOIS Kulinsky & Associates, Ltd.'s 2024 Form 5500 as plan administrator.

JEFF Kulinsky — 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

LOIS Kulinsky & Associates, Ltd.'s EIN is 36-3647323.

EIN 36-3647323

Plan number 001

Plan year 2024

ACK ID 20250729151029NAL0001428755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LOIS Kulinsky & Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LOIS Kulinsky & Associates, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOIS KULINSKY & ASSOCIATES, LTD..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

LOIS KULINSKY & ASSOCIATES, LTD.

EIN

all filings

Address

395 E DUNDEE ROAD, SUITE 200 · WHEELING, IL · 60090

Phone

(847) 509-0808

Industry

Law Offices· Professional & Technical Services

Plan administrator