Original filing (PDF)20241213150439NAL0021843632001

OWENS & BURNETT, INC

Name: OWENS & BURNETT, INC — OWENS & BURNETT 401(K) PLAN, Form 5500 (2023)
Creator: OWENS & BURNETT, INC

Form 5500-SF

FILING_RECEIVED

OWENS & BURNETT 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$120K

Net assets (EOY)

$120K

Plan health score

/ 100

Grade B

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OWENS & BURNETT, INC.

Plan sponsor

Name

OWENS & BURNETT, INC

EIN

74-1553352

Address

2217 KELLEY STREET · HOUSTON, TX · 770262805

Phone

(713) 697-2805

Industry

Constructionsee 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

2024-12-13

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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