How big is WM. A. Geppert, Inc.'s plan?

WM. A. Geppert, Inc.'s plan reported $2.2M in assets and 15 participants for 2024.

Original filing (PDF)20251001161948NAL0016372352001

WM. A. Geppert, Inc.

Name: WM. A. Geppert, Inc. — William A. Geppert, Inc., Form 5500 (2024)
Creator: WM. A. Geppert, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William A. Geppert, Inc. Profit Sharing Plan

401(k) retirement plan · WM. A. Geppert, Inc.'s William A. Geppert, Inc. Profit Sharing Plan held $2.2M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Elizabeth Geppert signed WM. A. Geppert, Inc.'s 2024 Form 5500 as plan administrator.

Elizabeth Geppert — 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

WM. A. Geppert, Inc.'s EIN is 23-0619730.

EIN 23-0619730

Plan number 001

Plan year 2024

ACK ID 20251001161948NAL0016372352001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WM. A. Geppert, 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 WM. A. GEPPERT, INC..

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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