· 2022–2024 · DOL EFAST2

Lyons, Beaudry & Harrison P.A. — Lyons, Beaudry &, Form 5500 (2024)

Original filing (PDF)20250813110333NAL0008066115001

Lyons, Beaudry & Harrison P.A.

Form 5500-SF

FILING_RECEIVED

Lyons, Beaudry & Harrison P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Lyons, Beaudry & Harrison P.A.'s Lyons, Beaudry & Harrison P.A. 401(k) Profit Sharing Plan held $814K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$814K

Net assets (EOY)

$814K

Plan health score

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LYONS, BEAUDRY & HARRISON P.A..

Plan sponsor

Name

LYONS, BEAUDRY & HARRISON P.A.

EIN

59-2055698all filings

Address

1605 MAIN ST STE 1111 · SARASOTA, FL · 34236

Phone

(941) 366-3282

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-08-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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