How big is WHIM Inc.'s plan?

WHIM Inc.'s plan reported $225K in assets and 2 participants for 2023.

Original filing (PDF)20240923134434NAL0011420209001

WHIM Inc.

Name: WHIM Inc. — WHIM Inc. Profit Sharing Plan, Form 5500 (2023)
Creator: WHIM Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WHIM Inc. Profit Sharing Plan

401(k) retirement plan · WHIM Inc.'s WHIM Inc. Profit Sharing Plan held $225K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

People on this filing

Eric Guenther signed WHIM Inc.'s 2023 Form 5500 as plan administrator.

Eric Guenther — 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

WHIM Inc.'s EIN is 27-2557275.

EIN 27-2557275

Plan number 001

Plan year 2023

ACK ID 20240923134434NAL0011420209001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for WHIM Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

WHIM Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

WHIM INC.

EIN

all filings

Address

27001 CALLE MARIA · CAPO BEACH, CA · 926241654

Phone

(949) 388-9600

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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