How big is George W. Lunnon, Jr.'s plan?

George W. Lunnon, Jr.'s plan reported $497K in assets and 3 participants for 2024.

Original filing (PDF)20250929124131NAL0005032195001

George W. Lunnon, Jr.

Name: George W. Lunnon, Jr. — George W. Lunnon, Jr. Profit, Form 5500 (2024)
Creator: George W. Lunnon, Jr.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

George W. Lunnon, Jr. Profit Sharing Plan

Defined-contribution retirement plan · George W. Lunnon, Jr.'s George W. Lunnon, Jr. Profit Sharing Plan held $497K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

People on this filing

George W Lunnon Jr. signed George W. Lunnon, Jr.'s 2024 Form 5500 as plan administrator.

George W Lunnon Jr. — 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

George W. Lunnon, Jr.'s EIN is 76-0010679.

EIN 76-0010679

Plan number 001

Plan year 2024

ACK ID 20250929124131NAL0005032195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for George W. Lunnon, Jr. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

George W. Lunnon, Jr.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEORGE W. LUNNON, JR..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

GEORGE W. LUNNON, JR.

EIN

all filings

Address

11005 NORTH FREEWAY STE. A · HOUSTON, TX · 77037

Phone

(281) 447-3448

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator