How big is Forrest Weldon Law Group, LLP's plan?

Forrest Weldon Law Group, LLP's plan reported $821K in assets and 4 participants for 2024.

Original filing (PDF)20250922110512NAL0007576946001

Forrest Weldon Law Group, LLP

Name: Forrest Weldon Law Group, LLP — Forrest Weldon Law, Form 5500 (2024)
Creator: Forrest Weldon Law Group, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forrest Weldon Law Group, LLP Cash Balance Plan

Defined-benefit pension plan · Forrest Weldon Law Group, LLP's Forrest Weldon Law Group, LLP Cash Balance Plan held $821K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$821K

Net assets (EOY)

$821K

Plan identifiers

Forrest Weldon Law Group, LLP's EIN is 86-1605284.

EIN 86-1605284

Plan number 002

Plan year 2024

ACK ID 20250922110512NAL0007576946001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forrest Weldon Law Group, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forrest Weldon Law Group, LLP's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORREST WELDON LAW GROUP, LLP.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score