How big is Stephen Wardlaw, P.A.'s plan?

Stephen Wardlaw, P.A.'s plan reported $2.5M in assets and 6 participants for 2024.

Original filing (PDF)20250908154027NAL0032655632001

Stephen Wardlaw, P.A.

Name: Stephen Wardlaw, P.A. — Stephen Wardlaw, P.A., Form 5500 (2024)
Creator: Stephen Wardlaw, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen Wardlaw, P.A. Retirement Plan & Trust

401(k) retirement plan · Stephen Wardlaw, P.A.'s Stephen Wardlaw, P.A. Retirement Plan & Trust held $2.5M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Stephen Wardlaw, P.A.'s EIN is 20-0441186.

EIN 20-0441186

Plan number 001

Plan year 2024

ACK ID 20250908154027NAL0032655632001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen Wardlaw, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen Wardlaw, P.A.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN WARDLAW, P.A..

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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