Original filing (PDF)20250520091544NAL0001100865001

ARCHITECTS LEWIS + WHITLOCK,P.A.

Name: ARCHITECTS LEWIS + WHITLOCK,P.A. — ARCHITECTS LEWIS + WHITLOCK, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: ARCHITECTS LEWIS + WHITLOCK,P.A.

Form 5500-SF

FILING_RECEIVED

ARCHITECTS LEWIS + WHITLOCK, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 ARCHITECTS LEWIS + WHITLOCK,P.A..

Plan sponsor

Name

ARCHITECTS LEWIS + WHITLOCK,P.A.

EIN

59-3616761

Address

206 WEST VIRGINIA STREET · TALLAHASSEE, FL · 32301

Phone

(850) 942-1718

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

ZIVCOVIC CONNOLLY ARCHITECTS, P.

ZIVKOVIC CONNOLLY ARCHITECTS PC

$2.0M · 6 participants

NEWCOMER ASSOCIATES

NEWCOMER ASSOCIATES 401K PROFIT SHARING PLAN

$2.0M · 20 participants

GEITZ DESIGN ASSOCIATES, LLC

GEITZ DESIGN ASSOCIATES, LLC PROFIT SHARING PLAN

$2.0M · 3 participants

VAN WOERT BIGOTTI ARCHITECTS

VAN WOERT BIGOTTI ARCHITECTS 401(K) PROFIT SHARING PLAN

$2.0M · 9 participants

DON NULTY AIA, INC.

DON NULTY, A.I.A., INC. 401(K) PROFIT SHARING PLAN