OpenERISA

Whitley Penn, LLP

Fort Worth, TX, 76102

EIN 75-2393478
Plans
4
Total participants
7,134
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541211

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Whitley Penn 401(K) Profit Sharing Plan739
2024Form 5500-SF003Whitley Penn Cash Balance Plan64
2024Form 5500505Whitley Penn LLP Health & Welfare Plan744
2023Form 5500001Whitley Penn 401(K) Profit Sharing Plan760
2023Form 5500-SF003Whitley Penn LLP Cash Balance Plan61
2023Form 5500505Whitley Penn LLP Health & Welfare Plan754
2022Form 5500001Whitley Penn 401(K) Profit Sharing Plan689
2022Form 5500-SF003Whitley Penn LLP Cash Balance Plan56
2022Form 5500505Whitley Penn LLP Health & Welfare Plan677
2021Form 5500001Whitley Penn 401(K) Profit Sharing Plan642
2021Form 5500-SF003Whitley Penn LLP Cash Balance Plan61
2021Form 5500505Whitley Penn LLP Health & Welfare Plan641
2020Form 5500001Whitley Penn 401(K) Profit Sharing Plan582
2020Form 5500-SF002Whitley Penn Cash Balance Pension Plan0
2020Form 5500-SF003Whitley Penn LLP Cash Balance Plan64
2020Form 5500505Whitley Penn LLP Health & Welfare Plan600

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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