· 2022–2024 · DOL EFAST2

WA Consulting, LLC — WA Consulting, LLC 401(k) Plan, Form 5500 (2024)

Original filing (PDF)20251114070528NAL0005257922001

WA Consulting, LLC

Form 5500-SF

FILING_RECEIVED

WA Consulting, LLC 401(k) Plan

401(k) retirement plan · WA Consulting, LLC's WA Consulting, LLC 401(k) Plan filed a Form 5500 for plan year 2024.

Signals · 1

Late filing · 4.9 mo

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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

80

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 4.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WA CONSULTING, LLC.

Plan sponsor

Name

WA CONSULTING, LLC

EIN

45-5291011all filings

Address

33920 US HWY 19 N, SUITE 151 · PALM HARBOR, FL · 34684

Phone

(727) 373-4558

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-07-31

Filed

2025-11-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

United Underwriters, Inc.

United Underwriters, Inc. 401(k) Profit Sharing Plan

Wollam Grand Valley INS

Wollam Grand Valley INS SOCA Benefit Plan

Successful Retirement, Inc.

Successful Retirement, Inc. MCF Benefit Plan

Charles Agrusa Inc.

Charles Agrusa Inc.

Farmers Mutual HAIL Insurance Company of Iowa

Farmers Mutual HAIL Insurance Company of Iowa Retirement Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.