· 2022–2024 · DOL EFAST2

LOCASCIO-COLLIPP INVESTMENTS — LOCASCIO-COLLIPP INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20230515170242NAL0036751153001

LOCASCIO-COLLIPP INVESTMENTS

Form 5500-SF

FILING_RECEIVED

LOCASCIO-COLLIPP INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 0.7 mo

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

97

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 0.7 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOCASCIO-COLLIPP INVESTMENTS.

Plan sponsor

Name

LOCASCIO-COLLIPP INVESTMENTS

EIN

45-2994350

Address

51 LAKE VIEW LOOP · FULSHEAR, TX · 77441

Phone

(281) 814-4351

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-06-09

Filed

2023-05-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

REAL ESTATE LINKS, INC.

REAL ESTATE LINKS, INC. 401(K) PLAN

R.W. HOLMES REALTY CO., INC.

R.W. HOLMES REALTY CO., INC. 401(K) PLAN

KIELIAN & ASSOCIATES

KIELIAN & ASSOCIATES MEDOVA LIFESTYLE HEALTH CARE

REMAX TOWNE & COUNTRY REALTY LTD

REMAX TOWNE & COUNTRY REALTY LTD SOCA BENEFIT PLAN

NEW HORIZONS REALTY OF PRICE COUNTY

NEW HORIZONS REALTY RETIREMENT PLAN