How big is LOU Taubert, Inc.'s plan?

LOU Taubert, Inc.'s plan reported $4.5M in assets and 9 participants for 2024.

Original filing (PDF)20251002094607NAL0000204883001

LOU Taubert, Inc.

Name: LOU Taubert, Inc. — LOU Taubert, Inc. Profit Sharing, Form 5500 (2024)
Creator: LOU Taubert, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LOU Taubert, Inc. Profit Sharing Plan

401(k) retirement plan · LOU Taubert, Inc.'s LOU Taubert, Inc. Profit Sharing Plan held $4.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Louis Taubert signed LOU Taubert, Inc.'s 2024 Form 5500 as plan administrator.

Louis Taubert — 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

LOU Taubert, Inc.'s EIN is 83-0232788.

EIN 83-0232788

Plan number 003

Plan year 2024

ACK ID 20251002094607NAL0000204883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LOU Taubert, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LOU Taubert, Inc.'s plan includes profit-sharing, a 401(k) feature.

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

LOU TAUBERT, INC.

EIN

all filings

Address

125 E. 2ND STREET · CASPER, WY · 82601

Phone

(307) 234-2500

Industry

Retail Trade

Plan administrator