Original filing (PDF)20250120141911NAL0003337344001

Patsy Whitney, LLC

Name: Patsy Whitney, LLC — Patsy Whitney 401(k) Profit, Form 5500 (2024)
Creator: Patsy Whitney, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patsy Whitney 401(k) Profit Sharing Plan

401(k) retirement plan · Patsy Whitney, LLC's Patsy Whitney 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Patricia A. Whitney signed Patsy Whitney, LLC's 2024 Form 5500 as plan administrator.

Patricia A. Whitney — 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

Patsy Whitney, LLC's EIN is 14-1834352.

EIN 14-1834352

Plan number 001

Plan year 2024

ACK ID 20250120141911NAL0003337344001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patsy Whitney, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patsy Whitney, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATSY WHITNEY, LLC.

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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