· 2022–2024 · DOL EFAST2

WAYNE BURGES & COMPANY PC — WAYNE BURGES AND COMPANY PC 401 K PROFIT SHARING PLAN TRUST, Form 5500 (2024)

Original filing (PDF)20250603100934NAL0029371266001

WAYNE BURGES & COMPANY PC

Form 5500-SF

FILING_RECEIVED

WAYNE BURGES AND COMPANY PC 401 K PROFIT SHARING PLAN TRUST

401(k) retirement plan

Active participants

6

Accounts w/ balance

6

Plan assets (EOY)

$502K

Net assets (EOY)

$502K

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

83

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 WAYNE BURGES & COMPANY PC.

Plan sponsor

Name

WAYNE BURGES & COMPANY PC

EIN

26-4086682all filings

Address

3009 NAPIER PARK · SUITE 102 · SHAVANO PARK, TX · 78231

Phone

(210) 494-2620

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-03

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

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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