Original filing (PDF)20250528114154NAL0012078848001

LAN SMITH SOSOLIK, PLLC

Name: LAN SMITH SOSOLIK, PLLC — LAN SMITH SOSOLIK, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LAN SMITH SOSOLIK, PLLC

Form 5500-SF

FILING_RECEIVED

LAN SMITH SOSOLIK, PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAN SMITH SOSOLIK, PLLC.

Plan sponsor

Name

LAN SMITH SOSOLIK, PLLC

EIN

47-3359497

Address

14785 PRESTON ROAD, SUITE 1125, · DALLAS, TX · 75254

Phone

(972) 386-8500

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

2025-05-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LIPSEY, MORRISON, WALLER & LIPSEY, PC

LIPSEY, MORRISON, WALLER & LIPSEY, PC 401(K) PROFIT SHARING PLAN

$3.6M · 16 participants

TMA ENTERPRISES INC

TMA ENTERPRISES INC PROFIT SHARING PLAN

$3.6M · 9 participants

CHARTERS TYLER ZACK & SHEARER

CHARTERS TYLER ZACK & SHEARER 401(K) PROFIT SHARING PLAN & TRUST

$3.6M · 19 participants

SIMMONS OLSEN LAW FIRM, P.C.

SIMMONS OLSEN LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN

$3.6M · 17 participants

DOTY, BARLOW, BRITT & THIEMAN, LLP