How big is Lofty Coffee Inc.'s plan?

Lofty Coffee Inc.'s plan reported $166K in assets and 51 participants for 2024.

Original filing (PDF)20250718105227NAL0002310848001

Lofty Coffee Inc.

Name: Lofty Coffee Inc. — Lofty Coffee 401(k) Plan, Form 5500 (2024)
Creator: Lofty Coffee Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lofty Coffee 401(k) Plan

401(k) retirement plan · Lofty Coffee Inc.'s Lofty Coffee 401(k) Plan held $166K in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$166K

Net assets (EOY)

$166K

People on this filing

Marcus Bowie signed Lofty Coffee Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Lofty Coffee Inc.'s EIN is 46-4362767.

EIN 46-4362767

Plan number 001

Plan year 2024

ACK ID 20250718105227NAL0002310848001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lofty Coffee Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lofty Coffee Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOFTY COFFEE INC..

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Plan health score

Above-average plan

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

Knocking points off