Original filing (PDF)20250429134436NAL0001139858001

FORT WORTH CONVENTION AND VISITORS BUREAU

Name: FORT WORTH CONVENTION AND VISITORS BUREAU — FORT WORTH CONVENTION AND VISITORS BUREAU MONEY PURCHASE PENSION PLAN, Form 5500 (2023)
Creator: FORT WORTH CONVENTION AND VISITORS BUREAU

Form 5500-SF

FILING_RECEIVED

FORT WORTH CONVENTION AND VISITORS BUREAU MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

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 FORT WORTH CONVENTION AND VISITORS BUREAU.

Plan sponsor

Name

FORT WORTH CONVENTION AND VISITORS BUREAU

EIN

75-2147792

Address

111 WEST 4TH STREET · SUITE 200 · FORT WORTH, TX · 76102

Phone

(817) 336-8791

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-29

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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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