Original filing (PDF)20250909025640NAL0019917217001

PRECEPT CAPITAL MANAGEMENT, L.P.

Name: PRECEPT CAPITAL MANAGEMENT, L.P. — PRECEPT CAPITAL MANAGEMENT, L.P. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PRECEPT CAPITAL MANAGEMENT, L.P.

Form 5500-SF

FILING_RECEIVED

PRECEPT CAPITAL MANAGEMENT, L.P. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$880K

Net assets (EOY)

$880K

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 PRECEPT CAPITAL MANAGEMENT, L.P..

Plan sponsor

Name

PRECEPT CAPITAL MANAGEMENT, L.P.

EIN

75-2741454

Address

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

Phone

(214) 880-7444

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-09

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

XYZ VENTURE CAPITAL, LLC

XYZ VENTURE CAPITAL RETIREMENT PLAN

$880K · 12 participants

ARBOR GROUP ADVISORS

ARBOR GROUP ADVISORS 401K PROFIT SHARING PLAN

$880K · 10 participants

SLOW CAPITAL INC.

SLOW CAPITAL 401(K) PLAN

$880K · 4 participants

ACCOUNT MANAGEMENT, LLC

ACCOUNT MANAGEMENT PROFIT SHARING PLAN

$880K · 2 participants

THE STANICH GROUP DBA CULTIVATING WEALTH

THE STANICH GROUP DBA CULTIVATING WEALTH 401(K) PLAN

$880K · 5 participants