How big is NOEL J Lezama's plan?

NOEL J Lezama's plan reported $77K in assets and 3 participants for 2024.

Original filing (PDF)20260213125037NAL0001584129001

NOEL J Lezama

Name: NOEL J Lezama — NOEL Lezama 401(k) Plan, Form 5500 (2024)
Creator: NOEL J Lezama
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NOEL Lezama 401(k) Plan

401(k) retirement plan · NOEL J Lezama's NOEL Lezama 401(k) Plan held $77K in plan assets for 3 participants in 2024.

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$77K

Net assets (EOY)

$77K

People on this filing

NOEL Lezama signed NOEL J Lezama's 2024 Form 5500 as plan administrator.

NOEL Lezama — 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

NOEL J Lezama's EIN is 47-2089833.

EIN 47-2089833

Plan number 001

Plan year 2024

ACK ID 20260213125037NAL0001584129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NOEL J Lezama from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NOEL J Lezama's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.9 months past the 10.5-month grace window.

Helping the score

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

Plan sponsor

Name

NOEL J LEZAMA

EIN

all filings

Address

9038 COLLEEN RD · HOUSTON, TX · 77080

Phone

(832) 221-1968

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2026-02-13

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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