Original filing (PDF)20250115163921NAL0021985841001

L B FISHER & COMPANY

Name: L B FISHER & COMPANY — L B FISHER & COMPANY PROFIT SHARING PLAN, Form 5500 (2023)
Creator: L B FISHER & COMPANY

Form 5500-SF

FILING_RECEIVED

L B FISHER & COMPANY PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for L B FISHER & COMPANY.

Plan sponsor

Name

L B FISHER & COMPANY

EIN

75-1521349

Address

16924 PRESTON BEND DR · DALLAS, TX · 752481351

Phone

(972) 733-4800

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-15

Pension benefit codes

2C · Money purchase (other than target benefit)

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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