· 2022–2024 · DOL EFAST2

John Lively & Associates, LLC — John Lively &, Form 5500 (2024)

Original filing (PDF)20250728100645NAL0000676643001

John Lively & Associates, LLC

Form 5500-SF

FILING_RECEIVED

John Lively & Associates, LLC 401(k) Plan

401(k) retirement plan · John Lively & Associates, LLC's John Lively & Associates, LLC 401(k) Plan held $19K in plan assets for 5 participants in 2024.

Active participants

5

Accounts w/ balance

2

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

Plan health score

Above-average plan

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

35

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN LIVELY & ASSOCIATES, LLC.

Plan sponsor

Name

JOHN LIVELY & ASSOCIATES, LLC

EIN

75-2535209all filings

Address

5938 WEST PARKER ROAD · PLANO, TX · 75093

Phone

(972) 978-0555

Industry

Professional & Technical Services

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

2025-07-28

Pension benefit codes

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

2E · Profit-sharing

3B · Covers self-employed individuals

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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