Original filing (PDF)20230831130131NAL0009422240001

DANA MICHAEL POWELL DBA POWELL FINANCIAL PARTNERS

Name: DANA MICHAEL POWELL DBA POWELL FINANCIAL PARTNERS — POWELL FINANCIAL PARTNERS CASH BALANCE PENSION PLAN, Form 5500 (2022)
Creator: DANA MICHAEL POWELL DBA POWELL FINANCIAL PARTNERS

Form 5500-SF

FILING_RECEIVED

POWELL FINANCIAL PARTNERS CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANA MICHAEL POWELL DBA POWELL FINANCIAL PARTNERS.

Plan sponsor

Name

DANA MICHAEL POWELL DBA POWELL FINANCIAL PARTNERS

EIN

74-2602703all filings

Address

401 E. 8TH STREET · GEORGETOWN, TX · 78626

Phone

(512) 249-6780

Industry

Finance & Insurancesee all

Plan administrator