· 2022–2024 · DOL EFAST2

TBK CPA PLLC — TBK CPA PLLC 401(k) Profit Sharing, Form 5500 (2025)

Original filing (PDF)20260625103945NAL0007117011001

TBK CPA PLLC

Form 5500-SF

FILING_RECEIVED

TBK CPA PLLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · TBK CPA PLLC's TBK CPA PLLC 401(k) Profit Sharing Plan & Trust held $5.5M in plan assets for 31 participants in 2025.

Active participants

31

Accounts w/ balance

35

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

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

67

Vendor & structure

100

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 TBK CPA PLLC.

Plan sponsor

Name

TBK CPA PLLC

EIN

46-5707611all filings

Address

5718 WESTHEIMER · SUITE 1600 · HOUSTON, TX · 77057

Phone

(713) 364-1700

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.