Dfw / West Texas 401(K) — Form 5500 plan (Dallas-Pwd, LLC)
Plain-English plan 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, Dfw / West Texas 401(K) is a benefit plan reported by Dallas-Pwd, LLC under EIN 27-1081854 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $11,054,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dallas-Pwd, LLC
- EIN
- 27-1081854
- Plan number
- 001
- Plan type
- 2
- Location
- Grapevine, TX
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $11,054,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20250915164818NAL0001195425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,054,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,054,650
- Net assets (BOY)
- $9,001,464
Income & contributions
- Employer contributions
- $16,925
- Participant contributions
- $985,547
- Total contributions
- $1,211,086
- Total income / additions
- $3,199,693
Expenses & distributions
- Benefits paid
- $1,018,286
- Administrative expenses
- $58,344
- Total expenses
- $1,146,507
- Net increase / (decrease)
- $2,053,186
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $32,384 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $18,794 | $0 | 2023 |
| Dwc Erisa Consultants LLC | CONTRACT ADDMIN | $6,120 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $1,046 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dallas-Pwd, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Grapevine, TX
- Creative Planning Holdco LLC — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Dwc Erisa Consultants LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation