Original filing (PDF)20251014141622NAL0003133921001

BASHARA SCHWARTZ, PLLC

Name: BASHARA SCHWARTZ, PLLC — BASHARA SCHWARTZ, PLLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: BASHARA SCHWARTZ, PLLC

Form 5500-SF

FILING_RECEIVED

BASHARA SCHWARTZ, PLLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 BASHARA SCHWARTZ, PLLC.

Plan sponsor

Name

BASHARA SCHWARTZ, PLLC

EIN

86-1275370

Address

100 WEST OLMOS, SUITE 103 · OLMOS PARK, TX · 78212

Phone

(210) 277-1496

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

2025-10-14

Pension benefit codes

1A · Pay-related 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 Law Offices plans

LEONARD & TERZOLA CO., LTD.

LEONARD AND TERZOLA CO., LTD. 401(K) AND PROFIT SHARING PLAN

$1.0M · 5 participants

MARSCHHAUSEN & FITZPATRICK PC

$1.0M · 9 participants

GWIN, PUNCHES & KELLEY, LLP

GWIN, PUNCHES & KELLEY, LLP - 401K PLAN

$1.0M

MOYER LAW, P.C.

MOYER LAW, P. C. 401(K) PROFIT SHARING PLAN AND TRUST

$1.0M · 2 participants

MELENDEZ & MARKETTO, P.C.

MELENDEZ & MARKETTO, P.C. CASH BALANCE PENSION PLAN & TRUST