Original filing (PDF)20250616160806NAL0002705170001

DALLAS BAR ASSOCIATION

Name: DALLAS BAR ASSOCIATION — Form 5500 (2024)
Creator: DALLAS BAR ASSOCIATION

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 DALLAS BAR ASSOCIATION.

Plan sponsor

Name

DALLAS BAR ASSOCIATION

EIN

75-0758332

Address

2101 ROSS AVENUE · DALLAS, TX · 75201

Phone

(214) 220-7440

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2C · Money purchase (other than target benefit)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

SKOUSEN GULBRANDSEN & PATIENCE, PLC

SKOUSEN, GULBRANDSEN & PATIENCE, PLC. 401(K) PLAN

$3.8M · 21 participants

MARLER CLARK, L.L.P., P.S.

MARLER CLARK, L.L.P., P.S. 401(K) PROFIT SHARING PLAN

$3.8M · 17 participants

THE GIATRAS LAW FIRM, P.L.L.C.

THE GIATRAS LAW FIRM, PLLC, 401(K) PROFIT SHARING PLAN

$3.8M · 6 participants

BEST AND FLATT, P.A.

BEST AND FLATT, P.A. 401K) PLAN

$3.8M · 4 participants

BEARD LEGAL GROUP, P.C.

BEARD LEGAL GROUP, P.C. 401(K) PLAN