Original filing (PDF)20231201093948NAL0023919682001

P.E. CAMPBELL & ASSOCIATES, LLC

Name: P.E. CAMPBELL & ASSOCIATES, LLC — P.E. CAMPBELL & ASSOCIATES, LLC 401(K) PLAN, Form 5500 (2022)
Creator: P.E. CAMPBELL & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

P.E. CAMPBELL & ASSOCIATES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for P.E. CAMPBELL & ASSOCIATES, LLC.

Plan sponsor

Name

P.E. CAMPBELL & ASSOCIATES, LLC

EIN

20-2925154

Address

14350 CYPRESS NORTH HOUSTON ROAD · SUITE C/D · CYPRESS, TX · 77429

Phone

(281) 807-4715

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-02-28

Filed

2023-12-01

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

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

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