Original filing (PDF)20240925144002NAL0025639408001

JOHN K. ZAID & ASSOCIATES MANAGEMENT, PLLC

Name: JOHN K. ZAID & ASSOCIATES MANAGEMENT, PLLC — JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN, Form 5500 (2023)
Creator: JOHN K. ZAID & ASSOCIATES MANAGEMENT, PLLC

Form 5500-SF

FILING_RECEIVED

JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN K. ZAID & ASSOCIATES MANAGEMENT, PLLC.

Plan sponsor

Name

JOHN K. ZAID & ASSOCIATES MANAGEMENT, PLLC

EIN

81-3743474all filings

Address

16951 FEATHER CRAFT LANE · HOUSTON, TX · 77058

Phone

(281) 333-8959

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator