Original filing (PDF)20250819101708NAL0001081667001

USTB, INC.

Name: USTB, INC. — USTB, INC. CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: USTB, INC.

Form 5500-SF

FILING_RECEIVED

USTB, INC. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 USTB, INC..

Plan sponsor

Name

USTB, INC.

EIN

30-0805840

Address

1455 HIGHWAY 6 SOUTH, #A · SUGAR LAND, TX · 77478

Phone

(281) 313-8006

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-19

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

3H · Sponsor in controlled / affiliated group

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

Related plans

Similar-size CPA Offices plans

BOOS & ASSOCIATES, A PROFESSIONAL CORPORATION

BOOS & ASSOCIATES 401(K) RETIREMENT PLAN

$3.8M · 47 participants

RYNKAR, VAIL & BARRETT, LLP

RYNKAR, VAIL & BARRETT, LLP 401(K) PLAN

$3.8M · 16 participants

CINDY F. CHENG, CPA

CINDY F. CHENG, CPA RETIREMENT PLAN

$3.8M · 10 participants

COMERFORD & CO., PC

COMERFORD & CO., PC 401(K) PLAN

$3.8M · 15 participants

KONDLER FINANCIAL GROUP

KONDLER RETIREMENT PLAN

$3.8M · 17 participants