Original filing (PDF)20240923111123NAL0011356929001

LEE S. MIDDLETON CHARLES S. MIDDLETON AND SON

Name: LEE S. MIDDLETON CHARLES S. MIDDLETON AND SON — CSM CASH BALANCE PLAN #2, Form 5500 (2023)
Creator: LEE S. MIDDLETON CHARLES S. MIDDLETON AND SON

Form 5500-SF

FILING_RECEIVED

CSM CASH BALANCE PLAN #2

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEE S. MIDDLETON CHARLES S. MIDDLETON AND SON.

Plan sponsor

Name

LEE S. MIDDLETON CHARLES S. MIDDLETON AND SON

EIN

75-2266765all filings

Address

5016 122ND ST. · LUBBOCK, TX · 79424

Phone

(806) 763-5331

Industry

Real Estatesee all

Plan administrator