Original filing (PDF)20250722102359NAL0003328976001

OLIVER, RAINEY & WOJTEK, L.L.P.

Name: OLIVER, RAINEY & WOJTEK, L.L.P. — OLIVER, RAINEY & WOJTEK, L.L.P. CPAS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: OLIVER, RAINEY & WOJTEK, L.L.P.

Form 5500-SF

FILING_RECEIVED

OLIVER, RAINEY & WOJTEK, L.L.P. CPAS PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.1M

Net assets (EOY)

$12.1M

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 OLIVER, RAINEY & WOJTEK, L.L.P..

Plan sponsor

Name

OLIVER, RAINEY & WOJTEK, L.L.P.

EIN

75-2138464

Address

2909 SHERWOOD WAY, SUITE 300 · SAN ANGELO, TX · 76901

Phone

(325) 942-6713

Industry

CPA 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

2025-07-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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