How big is Whelchel Fence Co Inc.'s plan?

Whelchel Fence Co Inc.'s plan reported $41K in assets and 3 participants for 2023.

Original filing (PDF)20240604054129NAL0040562658001

Whelchel Fence Co Inc.

Name: Whelchel Fence Co Inc. — Form 5500 (2023)
Creator: Whelchel Fence Co Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Whelchel Fence Co Inc. held $41K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

People on this filing

Deborah Whelchel signed Whelchel Fence Co Inc.'s 2023 Form 5500 as plan administrator.

Deborah Whelchel — 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

Whelchel Fence Co Inc.'s EIN is 30-0041787.

EIN 30-0041787

Plan number 001

Plan year 2023

ACK ID 20240604054129NAL0040562658001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Whelchel Fence Co Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WHELCHEL FENCE CO INC

EIN

all filings

Address

9493 PORTER RD SE # B · AUMSVILLE, OR · 97325

Phone

(503) 364-1919

Industry

Construction

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

2024-06-04

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

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