How big is Harvey L Walner & Associates' plan?

Harvey L Walner & Associates' plan reported $3.8M in assets and 31 participants for 2024.

Original filing (PDF)20250729110246NAL0003154801001

Harvey L Walner & Associates

Name: Harvey L Walner & Associates — Walner Law 401(k), Form 5500 (2024)
Creator: Harvey L Walner & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walner Law 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Harvey L Walner & Associates' Walner Law 401(k) Profit Sharing Plan & Trust held $3.8M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Jonathan Walner signed Harvey L Walner & Associates' 2024 Form 5500 as plan administrator.

Jonathan Walner — 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

Harvey L Walner & Associates' EIN is 36-2801940.

EIN 36-2801940

Plan number 003

Plan year 2024

ACK ID 20250729110246NAL0003154801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harvey L Walner & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harvey L Walner & Associates' 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 HARVEY L WALNER & ASSOCIATES.

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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