How big is GREG Lemon CPA, PLLC's plan?

GREG Lemon CPA, PLLC's plan reported $176K in assets and 4 participants for 2023.

Original filing (PDF)20240716180222NAL0005986704001

GREG Lemon CPA, PLLC

Name: GREG Lemon CPA, PLLC — GREG Lemon CPA 401(k) and, Form 5500 (2023)
Creator: GREG Lemon CPA, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GREG Lemon CPA 401(k) and Profit Sharing Plan

401(k) retirement plan · GREG Lemon CPA, PLLC's GREG Lemon CPA 401(k) and Profit Sharing Plan held $176K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$176K

Net assets (EOY)

$176K

People on this filing

GREG Lemon signed GREG Lemon CPA, PLLC's 2023 Form 5500 as plan administrator.

GREG Lemon — 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

GREG Lemon CPA, PLLC's EIN is 47-2342040.

EIN 47-2342040

Plan number 001

Plan year 2023

ACK ID 20240716180222NAL0005986704001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for GREG Lemon CPA, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

GREG Lemon CPA, PLLC'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 GREG LEMON CPA, PLLC.

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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

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).

Plan sponsor

Name

GREG LEMON CPA, PLLC

EIN

all filings

Address

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

Phone

(615) 207-8040

Industry

CPA Offices· Professional & Technical Services

Plan administrator