Original filing (PDF)20241223122814NAL0015348752001

LORI FOWLER, P.A.

Name: LORI FOWLER, P.A. — THE FOWLER GROUP 401(K) PLAN, Form 5500 (2023)
Creator: LORI FOWLER, P.A.

Form 5500-SF

FILING_RECEIVED

THE FOWLER GROUP 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 1.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LORI FOWLER, P.A..

Plan sponsor

Name

LORI FOWLER, P.A.

EIN

46-4572964all filings

Address

6902 WELLINGTON DRIVE · NAPLES, FL · 34109

Phone

(239) 293-7178

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-12-23

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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