How big is Lallman CPAS + Advisors, P.A.'s plan?

Lallman CPAS + Advisors, P.A.'s plan reported $1.4M in assets and 8 participants for 2024.

Original filing (PDF)20250714104817NAL0000806947001

Lallman CPAS + Advisors, P.A.

Name: Lallman CPAS + Advisors, P.A. — Lallman 401(k) Plan, Form 5500 (2024)
Creator: Lallman CPAS + Advisors, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lallman 401(k) Plan

401(k) retirement plan · Lallman CPAS + Advisors, P.A.'s Lallman 401(k) Plan held $1.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Heidi Shelton signed Lallman CPAS + Advisors, P.A.'s 2024 Form 5500 as plan administrator.

Heidi Shelton — 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

Lallman CPAS + Advisors, P.A.'s EIN is 82-0337128.

EIN 82-0337128

Plan number 001

Plan year 2024

ACK ID 20250714104817NAL0000806947001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lallman CPAS + Advisors, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lallman CPAS + Advisors, P.A.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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