How big is LPT CPAS + Advisors PLLC's plan?

LPT CPAS + Advisors PLLC's plan reported $2.1M in assets and 13 participants for 2024.

Original filing (PDF)20250707152411NAL0006038736001

LPT CPAS + Advisors PLLC

Name: LPT CPAS + Advisors PLLC — LPT CPAS + Advisors PLLC, Form 5500 (2024)
Creator: LPT CPAS + Advisors PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LPT CPAS + Advisors PLLC 401(k) Plan

401(k) retirement plan · LPT CPAS + Advisors PLLC's LPT CPAS + Advisors PLLC 401(k) Plan held $2.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Terry Pruiett signed LPT CPAS + Advisors PLLC's 2024 Form 5500 as plan administrator.

Terry Pruiett — 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

LPT CPAS + Advisors PLLC's EIN is 75-2618166.

EIN 75-2618166

Plan number 001

Plan year 2024

ACK ID 20250707152411NAL0006038736001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LPT CPAS + Advisors PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LPT CPAS + Advisors PLLC'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 LPT CPAS + ADVISORS PLLC.

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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