How big is Lionstone CPA's plan?

Lionstone CPA's plan reported $92K in assets and 3 participants for 2025.

Original filing (PDF)20260427220708NAL0019721890039

Lionstone CPA

Name: Lionstone CPA — Lionstone CPA 401(k) Plan, Form 5500 (2025)
Creator: Lionstone CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lionstone CPA 401(k) Plan

401(k) retirement plan · Lionstone CPA's Lionstone CPA 401(k) Plan held $92K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$92K

Net assets (EOY)

$92K

Plan identifiers

Lionstone CPA's EIN is 84-2811233.

EIN 84-2811233

Plan number 001

Plan year 2025

ACK ID 20260427220708NAL0019721890039

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lionstone CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lionstone CPA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIONSTONE CPA.

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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 (89th percentile).

Plan sponsor

Name

LIONSTONE CPA

EIN

all filings

Address

3532 KYBALD CT · MURFREESBORO, TN · 37128

Phone

(615) 295-6628

Industry

Professional & Technical Services

Plan administrator