Original filing (PDF)20240506115805NAL0023454547001

STEVEN I LYONS

Name: STEVEN I LYONS — STEVEN I LYONS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: STEVEN I LYONS

Form 5500-SF

FILING_RECEIVED

STEVEN I LYONS 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$403K

Net assets (EOY)

$403K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVEN I LYONS.

Plan sponsor

Name

STEVEN I LYONS

EIN

77-0211923

Address

PO BOX 1509 · SUMMERLAND, CA · 93067

Phone

(805) 569-5966

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-06

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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