How big is Robert E Whitlock's plan?

Robert E Whitlock's plan reported $253K in assets and 2 participants for 2023.

Original filing (PDF)20240724170224NAL0013478833001

Robert E Whitlock

Name: Robert E Whitlock — BW Heating and Air 401(k) Plan, Form 5500 (2023)
Creator: Robert E Whitlock
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BW Heating and Air 401(k) Plan

401(k) retirement plan · Robert E Whitlock's BW Heating and Air 401(k) Plan held $253K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$253K

Net assets (EOY)

$253K

People on this filing

Patricia Whitlock signed Robert E Whitlock's 2023 Form 5500 as plan administrator.

Patricia Whitlock — 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

Robert E Whitlock's EIN is 45-3607090.

EIN 45-3607090

Plan number 001

Plan year 2023

ACK ID 20240724170224NAL0013478833001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Robert E Whitlock from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Robert E Whitlock's 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 ROBERT E WHITLOCK.

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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

Helping the score