Lubna-Shah Educational Services, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lubna-Shah Educational Services, INC.
  • Sponsor EIN: 824346953
  • Sponsor Address: 1921 CABRERA DR., LEANDER, TX, 78641
  • Plan Type: 401(k)
  • Total Participants: 8
  • Total Assets: $280,249

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20248$280,249$2,653$3,010
20234$106,992$5,461$5,787
20228$88,978$5,821$6,114

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