How big is Applewhite Financial Planning, PLLC's plan?

Applewhite Financial Planning, PLLC's plan reported $1.3M in assets and 7 participants for 2024.

Original filing (PDF)20250826075813NAL0014905392001

Applewhite Financial Planning, PLLC

Name: Applewhite Financial Planning, PLLC — Applewhite, Form 5500 (2024)
Creator: Applewhite Financial Planning, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Applewhite Financial Planning, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Applewhite Financial Planning, PLLC's Applewhite Financial Planning, PLLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Joe Applewhite signed Applewhite Financial Planning, PLLC's 2024 Form 5500 as plan administrator.

Joe Applewhite — 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

Applewhite Financial Planning, PLLC's EIN is 46-4035685.

EIN 46-4035685

Plan number 001

Plan year 2024

ACK ID 20250826075813NAL0014905392001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Applewhite Financial Planning, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Applewhite Financial Planning, PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPLEWHITE FINANCIAL PLANNING, PLLC.

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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