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  2. John Lively & Associates, LLC

Filings through Oct 24, 2026.

John Lively & Associates, LLC

EIN 75-2535209-architecture & planning-Latest filing 2025
Plans
1
Retirement
1
$53K assets
Health & Benefits
0
Participants
6
5938 WEST PARKER ROAD, SUITE 300 - PLANO, TX 75093972-978-0555livelydesigns.comLinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
1 filing
#001401(k)-$53K - 6 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

JOHN LIVELY & ASSOCIATES, LLC 401(K) PLAN

401(k)

Assets$53K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001JOHN LIVELY & ASSOCIATES, LLC 401(K) PLAN401(k)$53K62025
  • JOHN LIVELY & ASSOCIATES, LLC 401(K) PLAN$53K
    #001 · 401(k) · 20256
Retirement plans
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