How big is Wheeler Accounting Group, LLC's plan?

Wheeler Accounting Group, LLC's plan reported $337K in assets and 9 participants for 2024.

Original filing (PDF)20250918085843NAL0001904338001

Wheeler Accounting Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Wheeler Accounting Group, LLC 401(k) Plan

401(k) retirement plan · Wheeler Accounting Group, LLC's Wheeler Accounting Group, LLC 401(k) Plan held $337K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$337K

Net assets (EOY)

$337K

People on this filing

Kimberly Wheeler signed Wheeler Accounting Group, LLC's 2024 Form 5500 as plan administrator.

Kimberly Wheeler — 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 Accounting Group, LLC's EIN is 27-4520582.

EIN 27-4520582

Plan number 001

Plan year 2024

ACK ID 20250918085843NAL0001904338001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wheeler Accounting Group, 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 WHEELER ACCOUNTING GROUP, LLC.

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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