Original filing (PDF)20240731104701NAL0048261570001

STEWARD WEALTH MANAGEMENT

Name: STEWARD WEALTH MANAGEMENT — STEWARD WEALTH MANAGEMENT CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: STEWARD WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

STEWARD WEALTH MANAGEMENT CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEWARD WEALTH MANAGEMENT.

Plan sponsor

Name

STEWARD WEALTH MANAGEMENT

EIN

20-8583539

Address

26 MAIN STREET · COLLEYVILLE, TX · 76034

Phone

(817) 428-1145

Industry

Finance & Insurancesee 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

2024-07-31

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

3H · Sponsor in controlled / affiliated group

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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