Original filing (PDF)20250714101201NAL0001497680001

NOVITZKE, GUST, SEMPF, WHITLEY & BERGMANIS

Name: NOVITZKE, GUST, SEMPF, WHITLEY & BERGMANIS — NOVITZKE, GUST, SEMPF, WHITLEY & BERGMANIS 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: NOVITZKE, GUST, SEMPF, WHITLEY & BERGMANIS

Form 5500-SF

FILING_RECEIVED

NOVITZKE, GUST, SEMPF, WHITLEY & BERGMANIS 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 NOVITZKE, GUST, SEMPF, WHITLEY & BERGMANIS.

Plan sponsor

Name

NOVITZKE, GUST, SEMPF, WHITLEY & BERGMANIS

EIN

39-1585138

Address

314 KELLER AVE. NORTH, SUITE 200 · AMERY, WI · 54001

Phone

(715) 268-6130

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

2025-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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