How big is Lemon Shearer Phillips & Good,PC's plan?

Lemon Shearer Phillips & Good,PC's plan reported $4.5M in assets and 14 participants for 2024.

Original filing (PDF)20250616101024NAL0000438291001

Lemon Shearer Phillips & Good,PC

Name: Lemon Shearer Phillips & Good,PC — Lemon Shearer, Form 5500 (2024)
Creator: Lemon Shearer Phillips & Good,PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lemon Shearer Phillips & Good,PC Profit Sharing Plan

401(k) retirement plan · Lemon Shearer Phillips & Good,PC's Lemon Shearer Phillips & Good,PC Profit Sharing Plan held $4.5M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Carson Schilling signed Lemon Shearer Phillips & Good,PC's 2024 Form 5500 as plan administrator.

Carson Schilling — 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

Lemon Shearer Phillips & Good,PC's EIN is 75-1628501.

EIN 75-1628501

Plan number 001

Plan year 2024

ACK ID 20250616101024NAL0000438291001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lemon Shearer Phillips & Good,PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lemon Shearer Phillips & Good,PC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEMON SHEARER PHILLIPS & GOOD,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