Original filing (PDF)20240716180222NAL0005986704001

GREG LEMON CPA, PLLC

Name: GREG LEMON CPA, PLLC — GREG LEMON CPA 401(K) AND PROFIT SHARING PLAN, Form 5500 (2023)
Creator: GREG LEMON CPA, PLLC

Form 5500-SF

FILING_RECEIVED

GREG LEMON CPA 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$176K

Net assets (EOY)

$176K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREG LEMON CPA, PLLC.

Plan sponsor

Name

GREG LEMON CPA, PLLC

EIN

47-2342040all filings

Address

102 W 7TH STREET STE 100 · COLUMBIA, TN · 38401

Phone

(615) 207-8040

Industry