How big is B H Lane PC's plan?

B H Lane PC's plan reported $1.2M in assets and 2 participants for 2025.

Original filing (PDF)20260404093051NAL0004099521001

B H Lane PC

Name: B H Lane PC — B H Lane PC 401(k) Plan, Form 5500 (2025)
Creator: B H Lane PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

B H Lane PC 401(k) Plan

401(k) retirement plan · B H Lane PC's B H Lane PC 401(k) Plan held $1.2M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Billy Lane signed B H Lane PC's 2025 Form 5500 as plan administrator.

Billy Lane — 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

B H Lane PC's EIN is 75-2585527.

EIN 75-2585527

Plan number 001

Plan year 2025

ACK ID 20260404093051NAL0004099521001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for B H Lane PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

B H Lane PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for B H LANE PC.

Finding similar companies…

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Plan sponsor

Name

B H LANE PC

EIN

all filings

Address

720 JANUARY DR · PLANO, TX · 750253223

Phone

(972) 527-0703

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

Lewis and Associates, P.C.

Lewis and Associates, P.C. 401(k) Retirement Plan

$1.2M · 11 participants

Professional Accounting & Consulting

Professional Accounting & Consulting 401(k) Plan

$1.2M · 8 participants

Sarah N. Reames, CPA, PLLC

$1.2M · 5 participants

Newman & Associates, CPA, P.C.

Newman & Associates, CPA, P.C.401(k) Plan and Trust

$1.2M · 26 participants

Leatherbury Broache Tax & Accounting, Inc.

Leatherbury Broache Tax & Accounting, Inc. 401(k) Profit Sharing Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.