How big is Banner & Witcoff, Ltd.'s plan?

Banner & Witcoff, Ltd.'s plan reported $31.7M in assets and 87 participants for 2024.

Original filing (PDF)20251008112718NAL0009651376001

Banner & Witcoff, Ltd.

Name: Banner & Witcoff, Ltd. — Banner & Witcoff, Ltd. Cash, Form 5500 (2024)
Creator: Banner & Witcoff, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Banner & Witcoff, Ltd. Cash Balance Pension Plan

Defined-benefit pension plan · Banner & Witcoff, Ltd.'s Banner & Witcoff, Ltd. Cash Balance Pension Plan held $31.7M in plan assets for 87 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$31.7M

Net assets (EOY)

$31.7M

People on this filing

Benjamin Spehlmann signed Banner & Witcoff, Ltd.'s 2024 Form 5500 as plan administrator.

Benjamin Spehlmann — 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

Banner & Witcoff, Ltd.'s EIN is 36-4008943.

EIN 36-4008943

Plan number 020

Plan year 2024

ACK ID 20251008112718NAL0009651376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Banner & Witcoff, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Banner & Witcoff, Ltd.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BANNER & WITCOFF, LTD..

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