Original filing (PDF)20260227130459NAL0000167731001

OWEN, GLEATON, EGAN, JONES & SWEENEY, LLP

Name: OWEN, GLEATON, EGAN, JONES & SWEENEY, LLP — OWEN, GLEATON, EGAN, JONES & SWEENEY, LLP PROFIT SHARING PLAN, Form 5500 (2023)
Creator: OWEN, GLEATON, EGAN, JONES & SWEENEY, LLP

Form 5500-SF

FILING_RECEIVED

OWEN, GLEATON, EGAN, JONES & SWEENEY, LLP PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 15.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 OWEN, GLEATON, EGAN, JONES & SWEENEY, LLP.

Plan sponsor

Name

OWEN, GLEATON, EGAN, JONES & SWEENEY, LLP

EIN

58-2554241

Address

303 PEACHTREE STREET NE SUITE 2850 · ATLANTA, GA · 30308

Phone

(404) 688-2600

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2026-02-27

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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