Original filing (PDF)20250702092801NAL0032551490001

HOMESLEY & WINGO LAW GROUP PLLC

Name: HOMESLEY & WINGO LAW GROUP PLLC — THE HOMESLEY & WINGO LAW GROUP PLLC 401(K) PS PLAN & TRUST, Form 5500 (2024)
Creator: HOMESLEY & WINGO LAW GROUP PLLC

Form 5500-SF

FILING_RECEIVED

THE HOMESLEY & WINGO LAW GROUP PLLC 401(K) PS PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOMESLEY & WINGO LAW GROUP PLLC.

Plan sponsor

Name

HOMESLEY & WINGO LAW GROUP PLLC

EIN

33-1002362

Address

330 SOUTH MAIN STREET · MOORESVILLE, NC · 28115

Phone

(704) 664-2162

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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