How big is Lavely & Singer, PC's plan?

Lavely & Singer, PC's plan reported $16.2M in assets and 27 participants for 2024.

Original filing (PDF)20260108114327NAL0009136353001

Lavely & Singer, PC

Name: Lavely & Singer, PC — Lavely & Singer PC Profit, Form 5500 (2024)
Creator: Lavely & Singer, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lavely & Singer PC Profit Sharing Plan

401(k) retirement plan · Lavely & Singer, PC's Lavely & Singer PC Profit Sharing Plan held $16.2M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.2M

Net assets (EOY)

$16.2M

Plan identifiers

Lavely & Singer, PC's EIN is 95-3745685.

EIN 95-3745685

Plan number 002

Plan year 2024

ACK ID 20260108114327NAL0009136353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lavely & Singer, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lavely & Singer, PC'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 LAVELY & SINGER, PC.

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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

Knocking points off