How big is Lolana CPAS, APC's plan?

Lolana CPAS, APC's plan reported $287K in assets and 4 participants for 2024.

Original filing (PDF)20251009112547NAL0011355616001

Lolana CPAS, APC

Name: Lolana CPAS, APC — Team Gregg CPAS 401(k) Plan, Form 5500 (2024)
Creator: Lolana CPAS, APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Team Gregg CPAS 401(k) Plan

401(k) retirement plan · Lolana CPAS, APC's Team Gregg CPAS 401(k) Plan held $287K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$287K

Net assets (EOY)

$287K

People on this filing

Eric Gregg signed Lolana CPAS, APC's 2024 Form 5500 as plan administrator.

Eric Gregg — 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

Lolana CPAS, APC's EIN is 82-3980599.

EIN 82-3980599

Plan number 001

Plan year 2024

ACK ID 20251009112547NAL0011355616001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lolana CPAS, APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lolana CPAS, APC'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 LOLANA CPAS, APC.

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