Original filing (PDF)20250331141757NAL0006384145001

CRIS A. LEMON, CPA SAFE HARBOR 401K

Name: CRIS A. LEMON, CPA SAFE HARBOR 401K — CRIS A. LEMON, C.P.A. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CRIS A. LEMON, CPA SAFE HARBOR 401K

Form 5500-SF

FILING_RECEIVED

CRIS A. LEMON, C.P.A. PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRIS A. LEMON, CPA SAFE HARBOR 401K.

Plan sponsor

Name

CRIS A. LEMON, CPA SAFE HARBOR 401K

EIN

75-2557389all filings

Address

P.O. BOX 148 · NOCONA, TX · 76255

Phone

(940) 825-3113

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator