Original filing (PDF)20240607094155NAL0012384851001

BLOCK & MCNEILL, LLP

Name: BLOCK & MCNEILL, LLP — BLOCK & MCNEILL, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: BLOCK & MCNEILL, LLP

Form 5500-SF

FILING_RECEIVED

BLOCK & MCNEILL, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLOCK & MCNEILL, LLP.

Plan sponsor

Name

BLOCK & MCNEILL, LLP

EIN

20-8913354

Address

5949 SHERRY LANE, SUITE 900 · DALLAS, TX · 75225

Phone

(214) 866-0990

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-07

Pension benefit codes

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

2A · Age/service weighted or new comparability

2D · Offset of another plan

3H · Sponsor in controlled / affiliated group

2J · 401(k) feature

2G · Total participant-directed accounts

2S · Automatic enrollment

2E · Profit-sharing

Service providers (Schedule C)

Small plans don't disclose service providers

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