Original filing (PDF)20241015134312NAL0016517283001

FORT WORTH CHAPTER TSCPA

Name: FORT WORTH CHAPTER TSCPA — FORT WORTH CHAPTER TSCPA PROFIT SHARING PLAN, Form 5500 (2023)
Creator: FORT WORTH CHAPTER TSCPA

Form 5500-SF

FILING_RECEIVED

FORT WORTH CHAPTER TSCPA PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$39K

Net assets (EOY)

$39K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORT WORTH CHAPTER TSCPA.

Plan sponsor

Name

FORT WORTH CHAPTER TSCPA

EIN

23-7329251all filings

Address

550 BAILEY AVE · SUITE 225 · FORT WORTH, TX · 76107

Phone

(817) 335-5055

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-06-01

Tax period

2024-05-31

Filed

2024-10-15

Pension benefit codes

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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