How big is Waite & Associates, P.C.'s plan?

Waite & Associates, P.C.'s plan reported $1.7M in assets and 3 participants for 2024.

Original filing (PDF)20251007150215NAL0008377440001

Waite & Associates, P.C.

Name: Waite & Associates, P.C. — Waite & Associates, P.C., Form 5500 (2024)
Creator: Waite & Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waite & Associates, P.C. Employees' Defined Benefit Pension Plan

Defined-benefit pension plan · Waite & Associates, P.C.'s Waite & Associates, P.C. Employees' Defined Benefit Pension Plan held $1.7M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Stephen Waite signed Waite & Associates, P.C.'s 2024 Form 5500 as plan administrator.

Stephen Waite — 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

Waite & Associates, P.C.'s EIN is 14-1780271.

EIN 14-1780271

Plan number 002

Plan year 2024

ACK ID 20251007150215NAL0008377440001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waite & Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waite & Associates, P.C.'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 WAITE & ASSOCIATES, P.C..

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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 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