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L. ZELLAR & SONS EXCAVATING, INC. — LEWIS ZELLAR & SONS EXCAVATING, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250630104626NAL0028626306001
L. ZELLAR & SONS EXCAVATING, INC.
Form 5500-SF
FILING_RECEIVED
LEWIS ZELLAR & SONS EXCAVATING, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
11
Accounts w/ balance
9
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
L. ZELLAR & SONS EXCAVATING, INC.
.
Find decision makers
Plan sponsor
Name
L. ZELLAR & SONS EXCAVATING, INC.
EIN
38-3419030
Address
1406 S LINDEN RD · FLINT, MI · 48532
Phone
(810) 732-5276
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
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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