Original filing (PDF)20250604102130NAL0007770819001

CL LEHMAN ENTERPRISES, LLC

Name: CL LEHMAN ENTERPRISES, LLC — CL LEHMAN ENTERPRISES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CL LEHMAN ENTERPRISES, LLC

Form 5500-SF

FILING_RECEIVED

CL LEHMAN ENTERPRISES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 CL LEHMAN ENTERPRISES, LLC.

Plan sponsor

Name

CL LEHMAN ENTERPRISES, LLC

EIN

90-0536022

Address

PO BOX 1209 · HELOTES, TX · 78023

Phone

(210) 822-8923

Industry

Other Services (ex. Public Admin)see 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

2025-06-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

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RICHARD J. GROMOFSKY, DDS

RICHARD J. GROMOFSKY, DDS PROFIT SHARING PLAN

$1.7M · 7 participants

UNIVERSAL PROMOTIONS, INC.