Original filing (PDF)20231019184659NAL0000914993001

DOUGLAS S. LYONS, P.A.

Name: DOUGLAS S. LYONS, P.A. — DOUGLAS S. LYONS, P.A. RETIREMENT PLAN, Form 5500 (2022)
Creator: DOUGLAS S. LYONS, P.A.

Form 5500-SF

FILING_RECEIVED

DOUGLAS S. LYONS, P.A. RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$825K

Net assets (EOY)

$825K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

DOUGLAS S. LYONS, P.A.

EIN

59-3356851all filings

Address

1637 METROPOLITAN BLVD STE A-2 · TALLAHASSEE, FL · 32308

Phone

(850) 222-8811

Industry