Original filing (PDF)20250609212627NAL0012618419001

LEE JOHNSON CAPITAL MANAGEMENT, L.L.C. DBA OVERRIDGE WEALTH ADVISORS

Name: LEE JOHNSON CAPITAL MANAGEMENT, L.L.C. DBA OVERRIDGE WEALTH ADVISORS — LEE JOHNSON CAPITAL MANAGEMENT, L.L.C.PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEE JOHNSON CAPITAL MANAGEMENT, L.L.C. DBA OVERRIDGE WEALTH ADVISORS

Form 5500-SF

FILING_RECEIVED

LEE JOHNSON CAPITAL MANAGEMENT, L.L.C.PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 LEE JOHNSON CAPITAL MANAGEMENT, L.L.C. DBA OVERRIDGE WEALTH ADVISORS.

Plan sponsor

Name

LEE JOHNSON CAPITAL MANAGEMENT, L.L.C. DBA OVERRIDGE WEALTH ADVISORS

EIN

26-2503106

Address

6300 RIDGLEA PLACE, SUITE 1020 · FORT WORTH, TX · 761165786

Phone

(800) 371-6742

Industry

Finance & Insurancesee 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

2025-06-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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