Original filing (PDF)20240506205222NAL0013787059001

ROGER G. JAIN & ASSOCIATES, P.C.

Name: ROGER G. JAIN & ASSOCIATES, P.C. — ROGER G. JAIN & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: ROGER G. JAIN & ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

ROGER G. JAIN & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 ROGER G. JAIN & ASSOCIATES, P.C..

Plan sponsor

Name

ROGER G. JAIN & ASSOCIATES, P.C.

EIN

27-1860029

Address

9301 SOUTHWEST FREEWAY · SUITE 250 · HOUSTON, TX · 77074

Phone

(713) 981-0600

Industry

Professional & Technical Servicessee 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

2024-05-06

Pension benefit codes

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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