How big is MD Lewis LLC's plan?

MD Lewis LLC's plan reported $408K in assets and 7 participants for 2024.

Original filing (PDF)20250401064151NAL0007680721001

MD Lewis LLC

Name: MD Lewis LLC — MD Lewis LLC 401(k) Plan, Form 5500 (2024)
Creator: MD Lewis LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MD Lewis LLC 401(k) Plan

401(k) retirement plan · MD Lewis LLC's MD Lewis LLC 401(k) Plan held $408K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$408K

Net assets (EOY)

$408K

People on this filing

Michael Lewis signed MD Lewis LLC's 2024 Form 5500 as plan administrator.

Michael Lewis — 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

MD Lewis LLC's EIN is 83-3056988.

EIN 83-3056988

Plan number 001

Plan year 2024

ACK ID 20250401064151NAL0007680721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MD Lewis LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MD Lewis 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 MD LEWIS 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

MD LEWIS LLC

EIN

all filings

Address

1519 CENTRAL PARKWAY, SUITE 200 · EAGAN, MN · 55121

Phone

(952) 898-2011

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-01

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 CPA Offices plans

D.L. Purvine CPA, PLLC

D.L. Purvine CPA, PLLC 401(k) Profit Sharing Plan

$408K · 7 participants

Deluca Accountancy Corp.

Deluca Accountancy Corp. 401(k)

$408K · 6 participants

Foresight Business Solutions, LL

Foresight Business Solutions, LLC 401(k) Profit Sharing Plan

$408K · 22 participants

Provident PLLC

Provident PLLC Profit Sharing and 401(k) Plan

$408K · 12 participants

Ackerman CPAS

Ackerman CPAS 401(k) Retirement Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.