How big is Elder & Lewis, P.A.'s plan?

Elder & Lewis, P.A.'s plan reported $375K in assets and 3 participants for 2024.

Original filing (PDF)20250616102432NAL0000411747001

Elder & Lewis, P.A.

Name: Elder & Lewis, P.A. — Elder & Lewis, P.A. 401(k), Form 5500 (2024)
Creator: Elder & Lewis, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elder & Lewis, P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Elder & Lewis, P.A.'s Elder & Lewis, P.A. 401(k) Profit Sharing Plan held $375K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

Plan identifiers

Elder & Lewis, P.A.'s EIN is 65-0227774.

EIN 65-0227774

Plan number 001

Plan year 2024

ACK ID 20250616102432NAL0000411747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elder & Lewis, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elder & Lewis, P.A.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off