How big is Lone Oak Tree Service's plan?

Lone Oak Tree Service's plan reported $81K in assets and 5 participants for 2023.

Original filing (PDF)20240627085740NAL0014105168001

Lone Oak Tree Service

Name: Lone Oak Tree Service — Lone Oak Tree Service 401(k), Form 5500 (2023)
Creator: Lone Oak Tree Service
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lone Oak Tree Service 401(k) Plan

401(k) retirement plan · Lone Oak Tree Service's Lone Oak Tree Service 401(k) Plan held $81K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$81K

Net assets (EOY)

$81K

Plan identifiers

Lone Oak Tree Service's EIN is 81-4468199.

EIN 81-4468199

Plan number 001

Plan year 2023

ACK ID 20240627085740NAL0014105168001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lone Oak Tree Service from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lone Oak Tree Service's plan includes profit-sharing, 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 LONE OAK TREE SERVICE.

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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

Knocking points off