How big is Wehrli Inc.'s plan?

Wehrli Inc.'s plan reported $851K in assets and 1 participants for 2024.

Original filing (PDF)20250402172954NAL0010173745001

Wehrli Inc.

Name: Wehrli Inc. — Wehrli Inc. 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Wehrli Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wehrli Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wehrli Inc.'s Wehrli Inc. 401(k) Profit Sharing Plan & Trust held $851K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$851K

Net assets (EOY)

$851K

People on this filing

Walter Wehrli signed Wehrli Inc.'s 2024 Form 5500 as plan administrator.

Walter Wehrli — 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

Wehrli Inc.'s EIN is 20-3154106.

EIN 20-3154106

Plan number 001

Plan year 2024

ACK ID 20250402172954NAL0010173745001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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