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WEINLANDER FITZHUGH, P.C. — WEINLANDER FITZHUGH, P.C. MONEY PURCHASE PENSION PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250315170354NAL0024092881001
WEINLANDER FITZHUGH, P.C.
Form 5500-SF
FILING_RECEIVED
WEINLANDER FITZHUGH, P.C. MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
42
Accounts w/ balance
74
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WEINLANDER FITZHUGH, P.C.
.
Find decision makers
Plan sponsor
Name
WEINLANDER FITZHUGH, P.C.
EIN
38-2272300
Address
1600 CENTER AVENUE, P.O. BOX 775 · BAY CITY, MI · 487070775
Phone
(989) 893-5577
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-03-15
Pension benefit codes
2C · Money purchase (other than target benefit)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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