Original filing (PDF)20251001082513NAL0005829107001

SIEMONSMA ENTERPRISES, LLC

Name: SIEMONSMA ENTERPRISES, LLC — SIEMONSMA ENTERPRISES, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: SIEMONSMA ENTERPRISES, LLC

Form 5500-SF

FILING_RECEIVED

SIEMONSMA ENTERPRISES, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 SIEMONSMA ENTERPRISES, LLC.

Plan sponsor

Name

SIEMONSMA ENTERPRISES, LLC

EIN

81-4290730

Address

14888 HIGHWAY 105 WEST · SUITE 110 · MONTGOMERY, TX · 77356

Phone

(936) 520-2821

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Finance & Insurance plans

WEINGARTEN ASSOCIATES, L.L.C.

WEINGARTEN ASSOCIATES, L.L.C. 401(K) PLAN

$2.9M · 2 participants

FIVE DIMENSIONS ENERGY LLC

FIVE DIMENSIONS ENERGY LLC 401(K) PLAN

$2.9M · 22 participants

FOURSTONE WEALTH MANAGEMENT, LLC

FOURSTONE WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

$2.9M · 6 participants

INTECH INVESTMENT MANAGEMENT LLC

INTECH INVESTMENT MANAGEMENT- 401(K) PLAN

$2.9M · 41 participants

THE AGNEW COMPANY

THE AGNEW COMPANY 401(K) PLAN