· 2022–2024 · DOL EFAST2

EDWARD P. WATT & ASSOCIATES, P.C. — EDWARD P. WATT & ASSOCIATES, P.C. CASH BALANCE PLAN, Form 5500 (2022)

Original filing (PDF)20231013014232NAL0021248131001

EDWARD P. WATT & ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

EDWARD P. WATT & ASSOCIATES, P.C. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

2

Accounts w/ balance

—

Plan assets (EOY)

$145K

Net assets (EOY)

$145K

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

100

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 EDWARD P. WATT & ASSOCIATES, P.C..

Plan sponsor

Name

EDWARD P. WATT & ASSOCIATES, P.C.

EIN

74-2641042all filings

Address

800 HIGHWAY 290 W · STE A-100 · DRIPPING SPRINGS, TX · 78620

Phone

(512) 689-9011

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-13

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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