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MOODY, LYNN, LIEBERSON & WALKER LLC — MOODY,LYNN, LIEBERSON & WALKER, LLC PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250718160140NAL0002062145003
MOODY, LYNN, LIEBERSON & WALKER LLC
Form 5500-SF
FILING_RECEIVED
MOODY,LYNN, LIEBERSON & WALKER, LLC PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
11
Accounts w/ balance
12
Plan assets (EOY)
$19.4M
Net assets (EOY)
$19.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MOODY, LYNN, LIEBERSON & WALKER LLC
.
Find decision makers
Plan sponsor
Name
MOODY, LYNN, LIEBERSON & WALKER LLC
EIN
47-4400544
Address
ONE BOSTON PLACE, 37TH FLOOR · BOSTON, MA · 021084407
Phone
(617) 973-0590
Industry
Finance & Insurance
see 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
2025-07-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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