Original filing (PDF)20251009234509NAL0007576465001

JOHNSON GARCIA, LLP

Name: JOHNSON GARCIA, LLP — JOHNSON GARCIA, LLP CASH BALANCE PLAN, Form 5500 (2024)
Creator: JOHNSON GARCIA, LLP

Form 5500-SF

FILING_RECEIVED

JOHNSON GARCIA, LLP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 JOHNSON GARCIA, LLP.

Plan sponsor

Name

JOHNSON GARCIA, LLP

EIN

83-3051538

Address

7324 SOUTHWEST FWY, SUITE 545 · HOUSTON, TX · 77074

Phone

(832) 844-6700

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-10

Pension benefit codes

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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 Law Offices plans

HILTY, BOWER, HAWS & SEABLE, PLLC

HILTY, BOWER, HAWS & SEABLE, PLLC 401(K) PLAN

$1.7M · 14 participants

BILLSTEIN, MONSON AND SMALL PLLC

BILLSTEIN, MONSON AND SMALL PLLC 401(K) PLAN

$1.7M · 12 participants

JEREMY Z. MITTMAN AND ASSOCIATES. P.C.

JEREMY Z. MITTMAN & ASSOCIATES, P.C. 401(K) PLAN

$1.7M · 3 participants

LAW OFFICE OF JUAN A. LAGUNA INC

LAGUNA, JUAN A. LAW OFFICE OF,401(K) PLAN

$1.7M · 6 participants

CATHERINE R. HENIN-CLARK, P.A.