How big is Brian Loncar PC's plan?

Brian Loncar PC's plan reported $7.5M in assets and 87 participants for 2024.

Original filing (PDF)20250826050924NAL0014789936001

Brian Loncar PC

Name: Brian Loncar PC — Brian Loncar PC 401(k) Profit, Form 5500 (2024)
Creator: Brian Loncar PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian Loncar PC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Brian Loncar PC's Brian Loncar PC 401(k) Profit Sharing Plan and Trust held $7.5M in plan assets for 87 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

People on this filing

Ben Cleeves signed Brian Loncar PC's 2024 Form 5500 as plan administrator.

Ben Cleeves — 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

Brian Loncar PC's EIN is 75-2240725.

EIN 75-2240725

Plan number 001

Plan year 2024

ACK ID 20250826050924NAL0014789936001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brian Loncar PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brian Loncar PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIAN LONCAR 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