Original filing (PDF)20250805163537NAL0002343619001

LOBO VALVE SERVICES, INC.

Name: LOBO VALVE SERVICES, INC. — LOBO VALVE SERVICES, INC. CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: LOBO VALVE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

LOBO VALVE SERVICES, INC. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOBO VALVE SERVICES, INC..

Plan sponsor

Name

LOBO VALVE SERVICES, INC.

EIN

47-4430688

Address

2418 ALICE STREET · ODESSA, TX · 79764

Phone

(432) 653-0154

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-05

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

ASSOCIATED ELEVATOR COMPANIES

ASSOCIATED ELEVATOR COMPANIES CASH BALANCE PLAN #2

$1.9M · 9 participants

DATRON DYNAMICS, INC.

DATRON DYNAMICS INC 401 K PROFIT SHARING PLAN TRUST

$1.9M · 27 participants

TRI-MOTOR AND MACHINERY CO., INC.

TRI-MOTOR & MACHINERY 401(K) PLAN & TRUST

$1.9M · 15 participants

I.E. ENGINEERING, INC.

I.E. ENGINEERING, INC. 401(K) SAVINGS PLAN

$1.9M · 8 participants

SOUTH WEST INDUSTRIES, INC. D/B/A ANDERSON ELEVATOR COMPANY