How big is LOTT, Vernon & Company, PC's plan?

LOTT, Vernon & Company, PC's plan reported $12.9M in assets and 22 participants for 2024.

Original filing (PDF)20251015165234NAL0002776803005

LOTT, Vernon & Company, PC

Name: LOTT, Vernon & Company, PC — LOTT, Vernon & Co., Form 5500 (2024)
Creator: LOTT, Vernon & Company, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LOTT, Vernon & Co. 401(k) Plan & Trust

401(k) retirement plan · LOTT, Vernon & Company, PC's LOTT, Vernon & Co. 401(k) Plan & Trust held $12.9M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.9M

Net assets (EOY)

$12.9M

People on this filing

Debbie Hershberger signed LOTT, Vernon & Company, PC's 2024 Form 5500 as plan administrator.

Debbie Hershberger — 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

LOTT, Vernon & Company, PC's EIN is 74-2484378.

EIN 74-2484378

Plan number 001

Plan year 2024

ACK ID 20251015165234NAL0002776803005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LOTT, Vernon & Company, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LOTT, Vernon & Company, PC'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 LOTT, VERNON & COMPANY, PC.

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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