Original filing (PDF)20250418222318NAL0000134658001

Whetstone Enterprises, LLC

Name: Whetstone Enterprises, LLC — Form 5500 (2024)
Creator: Whetstone Enterprises, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Whetstone Enterprises, LLC filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

David Lundborg signed Whetstone Enterprises, LLC's 2024 Form 5500 as plan administrator.

David Lundborg — 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

Whetstone Enterprises, LLC's EIN is 27-2954327.

EIN 27-2954327

Plan number 001

Plan year 2024

ACK ID 20250418222318NAL0000134658001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whetstone Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whetstone Enterprises, LLC'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 WHETSTONE ENTERPRISES, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

WHETSTONE ENTERPRISES, LLC

EIN

all filings

Address

P.O. BOX 7637 · ST.CLOUD, MN · 56302

Phone

(320) 552-0884

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-08-31

Filed

2025-04-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

Mark J. Matkovic, CPA

Mark J. Matkovic, CPA 401 (K) Plan

V and M Tax Services Inc.

V and M Tax Services Inc. 401(k) Plan

$0 · 2 participants

All Financial Services LLC

All Financial Services LLC - 401(k) Plan

$0 · 2 participants

Fox Tax, LLC

Fox Tax, LLC Safe Harbor 401(k) Plan

Tax Pro Tech Services

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.