How big is Ward Accountancy, Inc.'s plan?

Ward Accountancy, Inc.'s plan reported $3.4M in assets and 18 participants for 2025.

Original filing (PDF)20260522120338NAL0003473763001

Ward Accountancy, Inc.

Name: Ward Accountancy, Inc. — WAI 401(k) Plan, Form 5500 (2025)
Creator: Ward Accountancy, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WAI 401(k) Plan

401(k) retirement plan · Ward Accountancy, Inc.'s WAI 401(k) Plan held $3.4M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Jeannie Ward signed Ward Accountancy, Inc.'s 2025 Form 5500 as plan administrator.

Jeannie Ward — 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

Ward Accountancy, Inc.'s EIN is 20-2799045.

EIN 20-2799045

Plan number 001

Plan year 2025

ACK ID 20260522120338NAL0003473763001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ward Accountancy, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ward Accountancy, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WARD ACCOUNTANCY, INC..

Finding similar companies…

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

Knocking points off