Original filing (PDF)20250821174552NAL0002190371001

TOPP MCWHORTER HARVEY, PLLC

Name: TOPP MCWHORTER HARVEY, PLLC — TOPP MCWHORTER HARVEY, PLLC PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: TOPP MCWHORTER HARVEY, PLLC

Form 5500-SF

FILING_RECEIVED

TOPP MCWHORTER HARVEY, PLLC PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOPP MCWHORTER HARVEY, PLLC.

Plan sponsor

Name

TOPP MCWHORTER HARVEY, PLLC

EIN

20-5857627

Address

P.O. DRAWER 15099 · #2 SOUTHERN POINTE PARKWAY · HATTIESBURG, MS · 39401

Phone

(601) 264-3519

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-21

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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