Original filing (PDF)20250904083437NAL0016111841001

LOX N BAGEL LLC

Name: LOX N BAGEL LLC — LOX N BAGEL DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: LOX N BAGEL LLC

Form 5500-SF

FILING_RECEIVED

LOX N BAGEL DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$183K

Net assets (EOY)

$183K

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOX N BAGEL LLC.

Plan sponsor

Name

LOX N BAGEL LLC

EIN

84-3520883

Address

21065 POWERLINE ROAD · STE A6 · BOCA RATON, FL · 33433

Phone

(561) 245-8363

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-04

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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