Original filing (PDF)20260214131506NAL0003034352001

Whipp & Bourne Associates, LLC

Name: Whipp & Bourne Associates, LLC — Whipp & Bourne, Form 5500 (2025)
Creator: Whipp & Bourne Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whipp & Bourne Associates LLC

401(k) retirement plan · Whipp & Bourne Associates, LLC's Whipp & Bourne Associates LLC filed a Form 5500 for plan year 2025.

Active participants

—

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

—

People on this filing

Steve Donovan signed Whipp & Bourne Associates, LLC's 2025 Form 5500 as plan administrator.

Steve Donovan — 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

Whipp & Bourne Associates, LLC's EIN is 26-4205779.

EIN 26-4205779

Plan number 001

Plan year 2025

ACK ID 20260214131506NAL0003034352001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Whipp & Bourne Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Whipp & Bourne Associates, LLC's plan includes a 401(k) feature, profit-sharing.

Decision-maker contacts

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

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