Original filing (PDF)20250714090537NAL0001186048001

KATIE LEWIS PC FAMILY LAW

Name: KATIE LEWIS PC FAMILY LAW — KATIE LEWIS PC FAMILY LAW 401(K), Form 5500 (2024)
Creator: KATIE LEWIS PC FAMILY LAW

Form 5500-SF

FILING_RECEIVED

KATIE LEWIS PC FAMILY LAW 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$373K

Net assets (EOY)

$373K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATIE LEWIS PC FAMILY LAW.

Plan sponsor

Name

KATIE LEWIS PC FAMILY LAW

EIN

47-1041000all filings

Address

10440 N. CENTRAL EXPRESSWAY, · DALLAS, TX · 75231

Phone

(214) 906-5582

Industry

Law Offices· Professional & Technical Servicessee 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

2025-07-14

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 Law Offices plans

THE HEMPHILL FIRM, P.C.

THE HEMPHILL FIRM, P.C. CASH BALANCE PLAN

$373K · 1 participants

VICTOR WU A PROFESSIONAL LAW OFFICE

VICTOR WU A PROFESSIONAL LAW OFFICE 401(K) PROFIT SHARING PLAN

$373K · 5 participants

LAW OFFICES OF SANDRA DIAZ PC

LAW OFFICES OF SANDRA DIAZ PC 401(K) PLAN

$373K · 3 participants

LEGAL SCALE LLP

LEGAL SCALE LLP 401(K) PLAN

$373K · 9 participants

DIJULIO LAW GROUP, INC.

DIJULIO LAW GROUP RETIREMENT PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.