2023 Form 5500 filing — Dfw / West Texas 401(K)
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250915164818NAL0001195425001) for Dfw / West Texas 401(K), reported by Dallas-Pwd, LLC under EIN 27-1081854 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915164818NAL0001195425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dallas-Pwd, LLC
- EIN
- 27-1081854
- Plan number
- 001
- Location
- Grapevine, TX
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,054,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,054,650
- Employer contributions
- $16,925
- Participant contributions
- $985,547
- Total income / additions
- $3,199,693
- Benefits paid
- $1,018,286
- Administrative expenses
- $58,344
- Total expenses
- $1,146,507
- Net increase / (decrease)
- $2,053,186
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $32,384 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $18,794 | $0 |
| Dwc Erisa Consultants LLC | CONTRACT ADDMIN | $6,120 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $1,046 | not reported in the loaded dataset |