Original filing (PDF)20230531182844NAL0029794000001

LOVELL, LOVELL, ISERN AND FARABOUGH LLP

Name: LOVELL, LOVELL, ISERN AND FARABOUGH LLP — LLIF RETIREMENT PLAN, Form 5500 (2022)
Creator: LOVELL, LOVELL, ISERN AND FARABOUGH LLP

Form 5500-SF

FILING_RECEIVED

LLIF RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

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 LOVELL, LOVELL, ISERN AND FARABOUGH LLP.

Plan sponsor

Name

LOVELL, LOVELL, ISERN AND FARABOUGH LLP

EIN

81-2497220

Address

112 SW 8TH AVE., STE. 1000 · AMARILLO, TX · 79101

Phone

(806) 373-1515

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-31

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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