· 2022–2024 · DOL EFAST2

Escamilla & Poneck , LLP — Escamilla & Poneck , LLP, Form 5500 (2024)

Original filing (PDF)20251015150852NAL0004949217001

Escamilla & Poneck , LLP

Form 5500-SF

FILING_RECEIVED

Escamilla & Poneck , LLP 401(k) Plan and Trust

401(k) retirement plan · Escamilla & Poneck , LLP's Escamilla & Poneck , LLP 401(k) Plan and Trust held $11.0M in plan assets for 32 participants in 2024.

Active participants

32

Accounts w/ balance

26

Plan assets (EOY)

$11.0M

Net assets (EOY)

$11.0M

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

52

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

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 ESCAMILLA & PONECK , LLP.

Plan sponsor

Name

ESCAMILLA & PONECK , LLP

EIN

27-2061006all filings

Address

700 N. ST. MARY'S ST. · SUITE 850 · SAN ANTONIO, TX · 78205

Phone

(210) 225-0001

Industry

Law Offices· Professional & Technical Services

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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