Original filing (PDF)20240904132633NAL0011153699001

SMYSER KAPLAN & VESELKA, L.L.P.

Name: SMYSER KAPLAN & VESELKA, L.L.P. — SMYSER KAPLAN & VESELKA, L.L.P. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SMYSER KAPLAN & VESELKA, L.L.P.

Form 5500-SF

FILING_RECEIVED

SMYSER KAPLAN & VESELKA, L.L.P. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.4M

Net assets (EOY)

$21.4M

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 SMYSER KAPLAN & VESELKA, L.L.P..

Plan sponsor

Name

SMYSER KAPLAN & VESELKA, L.L.P.

EIN

76-0458372

Address

717 TEXAS AVENUE, SUITE 2800 · HOUSTON, TX · 770022761

Phone

(713) 221-2322

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

2024-09-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

FENTON, FENTON, SMITH, RENEAU & MOON, P.C.

FENTON, FENTON, SMITH, RENEAU & MOON, P.C. 401(K) PLAN AND TRUST

$21.4M · 23 participants

ROSE, KLEIN & MARIAS, LLP

ROSE, KLEIN & MARIAS, LLP 401(K) PROFIT SHARING PLAN

$21.4M · 44 participants

TRIPLETT WOOLF GARRETSON, LLC

TRIPLETT WOOLF GARRETSON, LLC RETIREMENT PLAN

$21.3M · 47 participants

FOLGER LEVIN LLP

FOLGER LEVIN LLP PROFIT SHARING PLAN AND TRUST

$21.4M · 28 participants

BAKER BOTTS L.L.P.