Original filing (PDF)20230524104658NAL0015247856001

BROWN & ORTIZ PC

Name: BROWN & ORTIZ PC — BROWN & ORTIZ PC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: BROWN & ORTIZ PC

Form 5500-SF

FILING_RECEIVED

BROWN & ORTIZ PC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 BROWN & ORTIZ PC.

Plan sponsor

Name

BROWN & ORTIZ PC

EIN

84-1651986

Address

112 E. PECAN STREET · SUITE 1360 · SAN ANTONIO, TX · 78205

Phone

(210) 299-3704

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-24

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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