How big is Johnson, Johnson, Lucas & Middleton, P.C.'s plan?

Johnson, Johnson, Lucas & Middleton, P.C.'s plan reported $8.1M in assets and 14 participants for 2023.

Original filing (PDF)20250212135233NAL0041410194001

Johnson, Johnson, Lucas & Middleton, P.C.

Name: Johnson, Johnson, Lucas & Middleton, P.C. — Form 5500 Plan 001 (2023)
Creator: Johnson, Johnson, Lucas & Middleton, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Johnson, Johnson, Lucas & Middleton, P.C. Profit Sharing Plan

401(k) retirement plan · Johnson, Johnson, Lucas & Middleton, P.C.'s Johnson, Johnson, Lucas & Middleton, P.C. Profit Sharing Plan held $8.1M in plan assets for 14 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

Plan identifiers

Johnson, Johnson, Lucas & Middleton, P.C.'s EIN is 93-0822269.

EIN 93-0822269

Plan number 001

Plan year 2023

ACK ID 20250212135233NAL0041410194001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Johnson, Johnson, Lucas & Middleton, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Johnson, Johnson, Lucas & Middleton, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHNSON, JOHNSON, LUCAS & MIDDLETON, P.C..

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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