Original filing (PDF)20250623143000NAL0014858098001

LYON FIRM P A

Name: LYON FIRM P A — LYON FIRM P A 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: LYON FIRM P A

Form 5500-SF

FILING_RECEIVED

LYON FIRM P A 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 LYON FIRM P A.

Plan sponsor

Name

LYON FIRM P A

EIN

57-1157600

Address

941 W MORSE BLVD STE 100 · WINTER PARK, FL · 327893781

Phone

(407) 647-8900

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

2025-06-23

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

2T · Default investment account (QDIA)

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

ROBBERSON SCHROEDTER LLP

ROBBERSON SCHROEDTER LLP 401(K) PROFIT SHARING PLAN & TRUST

$1.6M · 4 participants

ROBERT L. ESENSTEN, A PROFESSIONAL LAW CORPORATION

ROBERT L. ESENSTEN, APLC 401(K) PLAN

$1.6M · 3 participants

MARK R. THIESSEN, P.C.

THE THIESSEN LAW FIRM DEFINED BENEFIT PENSION PLAN

$1.6M · 11 participants

SULLIVAN, ANDREWS & TAYLOR, P.C.

SULLIVAN, ANDREWS & TAYLOR, P.C. 401(K) PROFIT SHARING PLAN

$1.6M · 7 participants

HILLEY & FRIEDER, P. C.