Original filing (PDF)20260302100136NAL0002880850001

LWPB, P.C.

Name: LWPB, P.C. — LWPB, P.C. Employee 401(k) Profit, Form 5500 (2023)
Creator: LWPB, P.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

LWPB, P.C. Employee 401(k) Profit Sharing Plan

401(k) retirement plan · LWPB, P.C.'s LWPB, P.C. Employee 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 18.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

People on this filing

JEFF Siegel signed LWPB, P.C.'s 2023 Form 5500 as plan administrator.

JEFF Siegel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LWPB, P.C.'s EIN is 73-0726456.

EIN 73-0726456

Plan number 001

Plan year 2023

ACK ID 20260302100136NAL0002880850001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for LWPB, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

LWPB, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LWPB, P.C..

Finding similar companies…

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 18.6 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

LWPB, P.C.

EIN

all filings

Address

3817 NW EXPRESSWAY, SUITE 840 · OKLAHOMA CITY, OK · 73112

Phone

(405) 722-7270

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-09-30

Filed

2026-03-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
MAP POOLED INVESTMENT TRUST BOKF, NA · EIN 73-0780382 / PN 005	Common Collective Trust	$0	—
FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST CO. · EIN 22-2712853 / PN 001	Common Collective Trust	$0	—