Original filing (PDF)20240802164754NAL0054360930001

DAVID L. TRIESCH, CPA, P.C.

Name: DAVID L. TRIESCH, CPA, P.C. — DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN, Form 5500 (2023)
Creator: DAVID L. TRIESCH, CPA, P.C.

Form 5500-SF

FILING_RECEIVED

DAVID L. TRIESCH, CPA, P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID L. TRIESCH, CPA, P.C..

Plan sponsor

Name

DAVID L. TRIESCH, CPA, P.C.

EIN

74-2884069

Address

50 TWYNBRIDGE · SAN ANTONIO, TX · 78259

Phone

(210) 415-9619

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-03-01

Filed

2024-08-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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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