Original filing (PDF)20241008141019NAL0017759393001

Wheeler Accountants, LLP

Name: Wheeler Accountants, LLP — Wheeler Accountants, LLP, Form 5500 (2023)
Creator: Wheeler Accountants, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wheeler Accountants, LLP Profit Sharing Plan

Defined-contribution retirement plan · Wheeler Accountants, LLP's Wheeler Accountants, LLP Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jaclyn Biancucci signed Wheeler Accountants, LLP's 2023 Form 5500 as plan administrator.

Jaclyn Biancucci — 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

Wheeler Accountants, LLP's EIN is 26-1508234.

EIN 26-1508234

Plan number 003

Plan year 2023

ACK ID 20241008141019NAL0017759393001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wheeler Accountants, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wheeler Accountants, LLP's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHEELER ACCOUNTANTS, LLP.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score