How big is W.H. Owens' plan?

W.H. Owens' plan reported $162K in assets and 9 participants for 2024.

Original filing (PDF)20250715101148NAL0001503251001

W.H. Owens

Name: W.H. Owens — W. H. Owens 401(k) Plan, Form 5500 (2024)
Creator: W.H. Owens
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

W. H. Owens 401(k) Plan

401(k) retirement plan · W.H. Owens' W. H. Owens 401(k) Plan held $162K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$162K

Net assets (EOY)

$162K

People on this filing

Kathy Owens signed W.H. Owens' 2024 Form 5500 as plan administrator.

Kathy Owens — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

W.H. Owens' EIN is 03-0460722.

EIN 03-0460722

Plan number 001

Plan year 2024

ACK ID 20250715101148NAL0001503251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for W.H. Owens from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

W.H. Owens' plan includes profit-sharing, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for W.H. OWENS.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

W.H. OWENS

EIN

all filings

Address

112 SOUTH CONGRESS STREET · WINNSBORO, SC · 29180

Phone

(803) 633-2000

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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