Original filing (PDF)20250623140839NAL0006456209001

KATHERINE OVERBECK MAXWELL CPA PLLC

Name: KATHERINE OVERBECK MAXWELL CPA PLLC — KATHERINE OVERBECK MAXWELL CPA 401(K) PLAN, Form 5500 (2024)
Creator: KATHERINE OVERBECK MAXWELL CPA PLLC

Form 5500-SF

FILING_RECEIVED

KATHERINE OVERBECK MAXWELL CPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd 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 KATHERINE OVERBECK MAXWELL CPA PLLC.

Plan sponsor

Name

KATHERINE OVERBECK MAXWELL CPA PLLC

EIN

27-4317860all filings

Address

2200 MARKET STREET STE 703 · GALVESTON, TX · 77550

Phone

(409) 765-5287

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator