How big is Loree and Lipscomb, PLLC's plan?

Loree and Lipscomb, PLLC's plan reported $2.2M in assets and 6 participants for 2024.

Original filing (PDF)20250905153323NAL0010670547001

Loree and Lipscomb, PLLC

Name: Loree and Lipscomb, PLLC — Loree & Lipscomb, PLLC, Form 5500 (2024)
Creator: Loree and Lipscomb, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Loree & Lipscomb, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Loree and Lipscomb, PLLC's Loree & Lipscomb, PLLC 401(k) Profit Sharing Plan held $2.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

TARA Evans, for TAG Resources signed Loree and Lipscomb, PLLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Loree and Lipscomb, PLLC's EIN is 61-1516353.

EIN 61-1516353

Plan number 001

Plan year 2024

ACK ID 20250905153323NAL0010670547001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Loree and Lipscomb, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Loree and Lipscomb, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOREE AND LIPSCOMB, PLLC.

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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