Original filing (PDF)20240814212638NAL0007099571001

SCHOWALTER & JABOURI, P.C.

Name: SCHOWALTER & JABOURI, P.C. — SCHOWALTER & JABOURI, P. C. 401(K) PLAN, Form 5500 (2023)
Creator: SCHOWALTER & JABOURI, P.C.

Form 5500-SF

FILING_RECEIVED

SCHOWALTER & JABOURI, P. C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 SCHOWALTER & JABOURI, P.C..

Plan sponsor

Name

SCHOWALTER & JABOURI, P.C.

EIN

43-1188822

Address

12250 WEBER HILL RD. · STE. 315 · ST. LOUIS, MO · 63127

Phone

(314) 849-4999

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

PENTEGRA SERVICES, INC

EIN

13-3745616

City

CHARLOTTE, NC

Phone

(844) 367-2848

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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