Original filing (PDF)20240827084950NAL0017260256001

ARNOLD & ITKIN, LLP

Name: ARNOLD & ITKIN, LLP — ARNOLD & ITKIN, LLP CASH BALANCE PLAN, Form 5500 (2023)
Creator: ARNOLD & ITKIN, LLP

Form 5500-SF

FILING_RECEIVED

ARNOLD & ITKIN, LLP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARNOLD & ITKIN, LLP.

Plan sponsor

Name

ARNOLD & ITKIN, LLP

EIN

20-1430057all filings

Address

6009 MEMORIAL DRIVE · HOUSTON, TX · 77007

Phone

(713) 222-3800

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-27

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

SULLIVAN GRIFFITH & BEATTY LLP

SULLIVAN GRIFFITH & BEATTY LLP 401(K) PROFIT SHARING PLAN & TRUST

LAW OFFICE OF JOHN G. MACLACHLAN

LAW OFFICE OF JOHN G. MACLACHLAN AND ASSOCIATES, LLC 401(K) PROFI

CONNIFF & KELEHER, LLC

CONNIFF & KELEHER, LLC CASH BALANCE PLAN

MAPCOMM LLC

MAPCOMM LLC PUERTO RICO 401(K) PLAN

TODD S. MILLER & ASSOCIATES LLC

TODD S. MILLER, ESQ., 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.