How big is Scott Lepman, Co.'s plan?

Scott Lepman, Co.'s plan reported $1.8M in assets and 41 participants for 2023.

Original filing (PDF)20241015172705NAL0016965491001

Scott Lepman, Co.

Name: Scott Lepman, Co. — Scott Lepman, Co. 401(k) Plan, Form 5500 (2023)
Creator: Scott Lepman, Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott Lepman, Co. 401(k) Plan

401(k) retirement plan · Scott Lepman, Co.'s Scott Lepman, Co. 401(k) Plan held $1.8M in plan assets for 41 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Tonia McDaniel signed Scott Lepman, Co.'s 2023 Form 5500 as plan administrator.

Tonia McDaniel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Scott Lepman, Co.'s EIN is 93-1264940.

EIN 93-1264940

Plan number 001

Plan year 2023

ACK ID 20241015172705NAL0016965491001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Scott Lepman, Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Scott Lepman, Co.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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