Original filing (PDF)20260313200008NAL0009598930001

LUCAS & ASSOCIATES CPAS PA

Name: LUCAS & ASSOCIATES CPAS PA — LUCAS & ASSOCIATES, CPA, P.A. 401K PLAN, Form 5500 (2024)
Creator: LUCAS & ASSOCIATES CPAS PA

Form 5500-SF

FILING_RECEIVED

LUCAS & ASSOCIATES, CPA, P.A. 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan health score

/ 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUCAS & ASSOCIATES CPAS PA.

Plan sponsor

Name

LUCAS & ASSOCIATES CPAS PA

EIN

48-1004588

Address

100 N MAIN STE 700 · WICHITA, KS · 67202

Phone

(316) 263-0220

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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 CPA Offices plans

SIMENS & POLO, LLP

SIMENS & POLO, LLP 401(K) PROFIT SHARING PLAN AND TRUST

$5.0M · 6 participants

MILLIGAN & COMPANY LLC

MILLIGAN & COMPANY LLC 401(K) PROFIT SHARING PLAN

$5.0M · 28 participants

LEVIN & LEVY, LLP

LEVIN & LEVY, LLP 401(K) PROFIT SHARING PLAN

$5.0M · 7 participants

GALLIGAN, THOMPSON & FLOCAS, LLP

GALLIGAN, THOMPSON & FLOCAS, LLP SALARY DEFERRAL PLAN

$5.0M · 12 participants

MCDANIEL & ASSOCIATES, PC

MCDANIEL AND ASSOCIATES, P.C. 401(K) PLAN