Original filing (PDF)20250718085726NAL0001441201001

J. KIRBY WEBB HOLDINGS, LLC DBA GENERATIONS FINANCIAL MANAGEMENT

Name: J. KIRBY WEBB HOLDINGS, LLC DBA GENERATIONS FINANCIAL MANAGEMENT — GENERATIONS FINANCIAL MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: J. KIRBY WEBB HOLDINGS, LLC DBA GENERATIONS FINANCIAL MANAGEMENT

Form 5500-SF

FILING_RECEIVED

GENERATIONS FINANCIAL MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$93K

Net assets (EOY)

$93K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J. KIRBY WEBB HOLDINGS, LLC DBA GENERATIONS FINANCIAL MANAGEMENT.

Plan sponsor

Name

J. KIRBY WEBB HOLDINGS, LLC DBA GENERATIONS FINANCIAL MANAGEMENT

EIN

81-5455429

Address

6760 HORIZON ROAD · SUITE 100 · HEATH, TX · 75032

Phone

(972) 722-2609

Industry

Finance & Insurancesee all

Plan administrator