Original filing (PDF)20250923073114NAL0014256738001

LS Project LLC d/b/a Boggs & Company Wealth Management

Name: LS Project LLC d/b/a Boggs & Company Wealth Management — Form 5500 Plan 002 (2024)
Creator: LS Project LLC d/b/a Boggs & Company Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boggs & Company Wealth Management Cash Balance Plan

Defined-benefit pension plan · LS Project LLC d/b/a Boggs & Company Wealth Management's Boggs & Company Wealth Management Cash Balance Plan held $1.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

LS Project LLC d/b/a Boggs & Company Wealth Management's EIN is 86-3738236.

EIN 86-3738236

Plan number 002

Plan year 2024

ACK ID 20250923073114NAL0014256738001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LS Project LLC d/b/a Boggs & Company Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LS Project LLC d/b/a Boggs & Company Wealth Management's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LS PROJECT LLC D/B/A BOGGS & COMPANY WEALTH MANAGEMENT.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score