Original filing (PDF)20240820155811NAL0002787105001

SCOTT R BRANN

Name: SCOTT R BRANN — SCOTT R BRANN 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: SCOTT R BRANN

Form 5500-SF

FILING_RECEIVED

SCOTT R BRANN 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$126K

Net assets (EOY)

$126K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCOTT R BRANN.

Plan sponsor

Name

SCOTT R BRANN

EIN

76-0247374

Address

602 SAWYER ST · STE 700 · HOUSTON, TX · 77007

Phone

(713) 868-1010

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

PACIFIC NORTHWEST FAMILY LAW PLLC

PACIFIC NORTHWEST FAMILY LAW PLLC 401(K) PLAN

$126K · 27 participants

JL WILSON TRIAL LAW

JL WILSON TRIAL LAW 401(K) PLAN

$126K · 5 participants

LAW OFFICE OF BETTY HUANG P.C.

LAW OFFICE OF BETTY HUANG P.C. 401(K) PLAN

$126K · 2 participants

KALLMAN LEGAL GROUP, PLLC

KALLMAN LEGAL GROUP, PLLC 401(K) PLAN

$126K · 6 participants

HALES AND SELLERS, PLLC

HALES AND SELLERS, PLLC 401(K) PLAN

$126K · 10 participants

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