Original filing (PDF)20251029090201NAL0001079776001

MERIWETHER, WILSON & COMPANY, PLLC

Name: MERIWETHER, WILSON & COMPANY, PLLC — MERIWETHER, WILSON & COMPANY, PLLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MERIWETHER, WILSON & COMPANY, PLLC

Form 5500-SF

FILING_RECEIVED

MERIWETHER, WILSON & COMPANY, PLLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

—

Accounts w/ balance

Plan assets (EOY)

$19.3M

Net assets (EOY)

$19.3M

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 MERIWETHER, WILSON & COMPANY, PLLC.

Plan sponsor

Name

MERIWETHER, WILSON & COMPANY, PLLC

EIN

42-0731256

Address

4500 WESTOWN PARKWAY · SUITE 140 · WEST DES MOINES, IA · 50266

Phone

(515) 223-0002

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-29

Pension benefit codes

3B · Covers self-employed individuals

2J · 401(k) feature

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

2E · Profit-sharing

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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