How big is William H Nicholson Associates' plan?

William H Nicholson Associates' plan reported $923K in assets and 4 participants for 2024.

Original filing (PDF)20250425153724NAL0014813520001

William H Nicholson Associates

Name: William H Nicholson Associates — William H Nicholson, Form 5500 (2024)
Creator: William H Nicholson Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William H Nicholson Associates 401(k) Profit Sharing Plan Trust

401(k) retirement plan · William H Nicholson Associates' William H Nicholson Associates 401(k) Profit Sharing Plan Trust held $923K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$923K

Net assets (EOY)

$923K

People on this filing

TARA Evans, for TAG Resources signed William H Nicholson Associates' 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

William H Nicholson Associates' EIN is 22-2601298.

EIN 22-2601298

Plan number 001

Plan year 2024

ACK ID 20250425153724NAL0014813520001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William H Nicholson Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William H Nicholson Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM H NICHOLSON ASSOCIATES.

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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