Original filing (PDF)20251216151109NAL0006554034001

STEWART, WIEGAND & OWENS. PC

Name: STEWART, WIEGAND & OWENS. PC — STEWART WIEGAND & OWENS, PC 401(K) PROFIT SHARING PLAN & TRU, Form 5500 (2024)
Creator: STEWART, WIEGAND & OWENS. PC

Form 5500-SF

FILING_RECEIVED

STEWART WIEGAND & OWENS, PC 401(K) PROFIT SHARING PLAN & TRU

401(k) retirement plan

Signals · 1

Late filing · 1.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEWART, WIEGAND & OWENS. PC.

Plan sponsor

Name

STEWART, WIEGAND & OWENS. PC

EIN

47-5060031

Address

325 N. ST. PAUL STREET · DALLAS, TX · 75201

Phone

(469) 899-9800

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

2025-12-16

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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