Original filing (PDF)20251014103010NAL0001237315007

LUCKE & ASSOCIATES CPA'S LC

Name: LUCKE & ASSOCIATES CPA'S LC — LUCKE & ASSOCIATES 401K PLAN, Form 5500 (2024)
Creator: LUCKE & ASSOCIATES CPA'S LC

Form 5500-SF

FILING_RECEIVED

LUCKE & ASSOCIATES 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 LUCKE & ASSOCIATES CPA'S LC.

Plan sponsor

Name

LUCKE & ASSOCIATES CPA'S LC

EIN

48-1159211

Address

1660 N. TYLER · WICHITA, KS · 672124918

Phone

(316) 721-9020

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2C · Money purchase (other than target benefit)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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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