Original filing (PDF)20240214155230NAL0083148306001

ALAN D. WESTHEIMER, CPA/CFF, CFE

Name: ALAN D. WESTHEIMER, CPA/CFF, CFE — ALAN D. WESTHEIMER, CPA/CFF, CFE PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ALAN D. WESTHEIMER, CPA/CFF, CFE

Form 5500-SF

FILING_RECEIVED

ALAN D. WESTHEIMER, CPA/CFF, CFE PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 ALAN D. WESTHEIMER, CPA/CFF, CFE.

Plan sponsor

Name

ALAN D. WESTHEIMER, CPA/CFF, CFE

EIN

76-0265070

Address

18 PINEWOLD CIRCLE · HOUSTON, TX · 770561400

Phone

(713) 623-8911

Industry

CPA 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

2024-02-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

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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