· 2022–2024 · DOL EFAST2

Owens & Burnett, Inc. — Owens & Burnett 401(k) Plan, Form 5500 (2023)

Original filing (PDF)20241213150439NAL0021843632001

Owens & Burnett, Inc.

Form 5500-SF

FILING_RECEIVED

Owens & Burnett 401(k) Plan

401(k) retirement plan · Owens & Burnett, Inc.'s Owens & Burnett 401(k) Plan held $120K in plan assets for 12 participants in 2023.

Signals · 1

Late filing · 0.9 mo

Active participants

12

Accounts w/ balance

3

Plan assets (EOY)

$120K

Net assets (EOY)

$120K

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 70% of scoring inputs for this filing.

Compliance & integrity

96

Total plan cost

n/a

Plan health

50

Vendor & structure

100

Knocking points off

Filed 0.9 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

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 OWENS & BURNETT, INC.

Plan sponsor

Name

OWENS & BURNETT, INC

EIN

74-1553352all filings

Address

2217 KELLEY STREET · HOUSTON, TX · 770262805

Phone

(713) 697-2805

Industry

Construction

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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