Original filing (PDF)20241015104350NAL0016167475001

WEAVER AND TIDWELL, L.L.P.

Name: WEAVER AND TIDWELL, L.L.P. — WEAVER AND TIDWELL, L.L.P. RETIREMENT PLAN, Form 5500 (2023)
Creator: WEAVER AND TIDWELL, L.L.P.

Form 5500-SF

FILING_RECEIVED

WEAVER AND TIDWELL, L.L.P. RETIREMENT PLAN

Defined-benefit pension plan

Active participants

111

Accounts w/ balance

—

Plan assets (EOY)

$17.8M

Net assets (EOY)

$17.8M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEAVER AND TIDWELL, L.L.P..

Plan sponsor

Name

WEAVER AND TIDWELL, L.L.P.

EIN

75-0786316

Address

2821 WEST SEVENTH STREET · SUITE 700 · FORT WORTH, TX · 76107

Phone

(817) 332-7905

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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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