How big is Sarah Lyons LLC's plan?

Sarah Lyons LLC's plan reported $6K in assets and 1 participants for 2023.

Original filing (PDF)20240703112040NAL0009300400001

Sarah Lyons LLC

Name: Sarah Lyons LLC — Form 5500 (2023)
Creator: Sarah Lyons LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sarah Lyons LLC

401(k) retirement plan · Sarah Lyons LLC held $6K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

People on this filing

Shirley Horner signed Sarah Lyons LLC's 2023 Form 5500 as plan administrator.

Shirley Horner — 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

Sarah Lyons LLC's EIN is 81-5305239.

EIN 81-5305239

Plan number 001

Plan year 2023

ACK ID 20240703112040NAL0009300400001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sarah Lyons LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sarah Lyons LLC'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 SARAH LYONS LLC.

Finding similar companies…

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.

Plan sponsor

Name

SARAH LYONS LLC

EIN

all filings

Address

954 GRANVILLE RD · CHARLOTTE, NC · 28207

Phone

(434) 409-9717

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-05-01

Tax period

2023-12-31

Filed

2024-07-03

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Arts, Entertainment, Recreation plans

Punch-UP Inc.

Punch-UP Inc. 401(k) Profit Sharing Plan

$6K · 3 participants

Augusta Symphony Inc.

Augusta Symphony Inc. GCF Benefit Plan

$5K · 12 participants

Cairo Cowboy, Inc.

Cairo Cowboy, Inc. 401(k) Plan

$5K · 3 participants

8TH Wonder Entertainment

8TH Wonder Entertainment 401(k)

$5K · 1 participants

Imagineers Inc.

Imagineers 401(k) Plan

$5K · 2 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.