· 2022–2024 · DOL EFAST2

Lynn C. Grebe & Assoc., Inc. — Lynn C. Grebe &, Form 5500 (2025)

Original filing (PDF)20260511210609NAL0006289441001

Lynn C. Grebe & Assoc., Inc.

Form 5500-SF

FILING_RECEIVED

Lynn C. Grebe & Assoc., Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · Lynn C. Grebe & Assoc., Inc.'s Lynn C. Grebe & Assoc., Inc. Defined Benefit Pension Plan held $3.4M in plan assets for 1 participants in 2025.

Signals · 1

Late filing · 29.8 mo

Active participants

1

Accounts w/ balance

—

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 50% of scoring inputs for this filing.

Compliance & integrity

75

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 29.8 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LYNN C. GREBE & ASSOC., INC..

Plan sponsor

Name

LYNN C. GREBE & ASSOC., INC.

EIN

Address

P.O. BOX 237 · BAY CITY, TX · 77414

Phone

(979) 245-4261

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2025

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2026-05-11

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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