Original filing (PDF)20240904115307NAL0032703056007

5P FAMILY MANAGEMENT, LLC 401(K) PLAN

Name: 5P FAMILY MANAGEMENT, LLC 401(K) PLAN — 5P FAMILY MANAGEMENT, LLC 401K PLAN, Form 5500 (2023)
Creator: 5P FAMILY MANAGEMENT, LLC 401(K) PLAN

Form 5500-SF

FILING_RECEIVED

5P FAMILY MANAGEMENT, LLC 401K PLAN

401(k) 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 5P FAMILY MANAGEMENT, LLC 401(K) PLAN.

Plan sponsor

Name

5P FAMILY MANAGEMENT, LLC 401(K) PLAN

EIN

81-3919689

Address

100 LEXINGTON STREET · FORT WORTH, TX · 76102

Phone

(817) 339-1665

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-04

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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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