Original filing (PDF)20250819161925NAL0004160560001

OWENS & ASSOCIATES, INC.

Name: OWENS & ASSOCIATES, INC. — OWENS & ASSOCIATES, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: OWENS & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

OWENS & ASSOCIATES, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OWENS & ASSOCIATES, INC..

Plan sponsor

Name

OWENS & ASSOCIATES, INC.

EIN

20-3987626

Address

3900 S. STONEBRIDGE DR. · SUITE 504 · MCKINNEY, TX · 75070

Phone

(972) 547-0060

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-19

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Professional & Technical Services plans

BARE ASSOCIATES INTERNATIONAL INC

BARE ASSOCIATES INTERNATIONAL INC 401K PROFT SHARING PLAN AND TRUST

$4.8M · 44 participants

DUNWOODY TECHNOLOGY SERVICES GROUP, LLC AKA DTS GROUP, LLC

DUNWOODY TECHNOLOGY SERVICES GROUP, LLC CASH BALANCE PLAN

$4.8M · 4 participants

UPSTATE MEDICAL PHYSICS-DIAGNO

UPSTATE MEDICAL PHYSICS-DIAGNO 401(K) PROFIT SHARING PLAN & TRUST

$4.8M · 22 participants

FORENSIC RISK ALLIANCE, INC.

FORENSIC RISK ALLIANCE NORTH 401(K) PLAN

$4.8M · 22 participants