Original filing (PDF)20250616101024NAL0000438291001

LEMON SHEARER PHILLIPS & GOOD,PC

Name: LEMON SHEARER PHILLIPS & GOOD,PC — LEMON SHEARER PHILLIPS & GOOD,PC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEMON SHEARER PHILLIPS & GOOD,PC

Form 5500-SF

FILING_RECEIVED

LEMON SHEARER PHILLIPS & GOOD,PC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEMON SHEARER PHILLIPS & GOOD,PC.

Plan sponsor

Name

LEMON SHEARER PHILLIPS & GOOD,PC

EIN

75-1628501

Address

315 S MAIN · PO BOX 1066 · PERRYTON, TX · 790701066

Phone

(806) 658-4545

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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