Original filing (PDF)20241011112527NAL0036784464006

LAM, PO & XU, CPA'S

Name: LAM, PO & XU, CPA'S — LPX CPA'S 401(K) AND PROFIT SHARING PLAN, Form 5500 (2023)
Creator: LAM, PO & XU, CPA'S

Form 5500-SF

FILING_RECEIVED

LPX CPA'S 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 LAM, PO & XU, CPA'S.

Plan sponsor

Name

LAM, PO & XU, CPA'S

EIN

75-2266863

Address

1170 CORPORATE DRIVE WEST · SUITE 204 · ARLINGTON, TX · 76006

Phone

(817) 640-1108

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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