· 2022–2024 · DOL EFAST2

Precept Capital Management, L.P. — Precept Capital, Form 5500 (2025)

Original filing (PDF)20260520074944NAL0003084114001

Precept Capital Management, L.P.

Form 5500-SF

FILING_RECEIVED

Precept Capital Management, L.P. Profit Sharing Plan

Defined-contribution retirement plan · Precept Capital Management, L.P.'s Precept Capital Management, L.P. Profit Sharing Plan reported $894K in plan assets in 2025.

Signals · 1

High average account balance

Active participants

0

Accounts w/ balance

6

Plan assets (EOY)

$894K

Net assets (EOY)

$894K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

96

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRECEPT CAPITAL MANAGEMENT, L.P..

Plan sponsor

Name

PRECEPT CAPITAL MANAGEMENT, L.P.

EIN

75-2741454all filings

Address

200 CRESCENT COURT, SUITE 1450 · DALLAS, TX · 75201

Phone

(214) 880-7444

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-20

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

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

Related plans

Similar-size Finance & Insurance plans

Ensemble VC 401(k) Plan

$894K · 8 participants

Kelley & Mullis Wealth Management

Kelley & Mullis Wealth Management 401(k) Plan

$894K · 6 participants

Pinnacle Group Financial Services

Pinnacle Group Financial Services 401(k) Plan

$894K · 4 participants

Peak Retirement Planning, Inc.

Peak Retirement Planning, Inc. 401(k) Plan

$894K · 11 participants

Firstrust Group, Inc.

Firstrust Group, Inc. 401(k) Plan

$894K · 3 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.