Original filing (PDF)20250703142027NAL0001551538001

SIDNEY LEX FELKER

Name: SIDNEY LEX FELKER — SIDNEY LEX FELKER, P.C. MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: SIDNEY LEX FELKER

Form 5500-SF

FILING_RECEIVED

SIDNEY LEX FELKER, P.C. MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIDNEY LEX FELKER.

Plan sponsor

Name

SIDNEY LEX FELKER

DBA

SIDNEY LEX FELKER, P.C.

EIN

86-0575644

Address

7440 N ORACLE RD BLDG 2 · TUCSON, AZ · 857046385

Phone

(520) 742-0440

Industry

Information / Tech / Mediasee all

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

2025-07-03

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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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