Original filing (PDF)20241011130736NAL0012514355001

DAVID ANDREW SLATER

Name: DAVID ANDREW SLATER — DAVID A. SLATER RETIREMENT PLAN, Form 5500 (2023)
Creator: DAVID ANDREW SLATER

Form 5500-SF

FILING_RECEIVED

DAVID A. SLATER RETIREMENT PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 34.8 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 34.8 months past the 10.5-month grace window.

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 DAVID ANDREW SLATER.

Plan sponsor

Name

DAVID ANDREW SLATER

EIN

83-2967491

Address

1401 CLUB RIDGE DR. · AUSTIN, TX · 78735

Phone

(512) 203-0927

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2020-01-01

Tax period

2020-12-31

Filed

2024-10-11

Pension benefit codes

1A · Pay-related DB formula

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

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