Original filing (PDF)20251015150852NAL0004949217001

ESCAMILLA & PONECK , LLP

Name: ESCAMILLA & PONECK , LLP — ESCAMILLA & PONECK , LLP 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: ESCAMILLA & PONECK , LLP

Form 5500-SF

FILING_RECEIVED

ESCAMILLA & PONECK , LLP 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.0M

Net assets (EOY)

$11.0M

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 ESCAMILLA & PONECK , LLP.

Plan sponsor

Name

ESCAMILLA & PONECK , LLP

EIN

27-2061006

Address

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

Phone

(210) 225-0001

Industry

Law 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

2025-10-15

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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