How big is VANN Whipple Milligan, P.C.'s plan?

VANN Whipple Milligan, P.C.'s plan reported $2.3M in assets and 12 participants for 2024.

Original filing (PDF)20251002145112NAL0000604833001

VANN Whipple Milligan, P.C.

Name: VANN Whipple Milligan, P.C. — VANN Whipple Milligan, Form 5500 (2024)
Creator: VANN Whipple Milligan, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

VANN Whipple Milligan, P.C . Profit Sharing Plan

401(k) retirement plan · VANN Whipple Milligan, P.C.'s VANN Whipple Milligan, P.C . Profit Sharing Plan held $2.3M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

VANN Whipple Milligan, P.C.'s EIN is 47-1195581.

EIN 47-1195581

Plan number 001

Plan year 2024

ACK ID 20251002145112NAL0000604833001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for VANN Whipple Milligan, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

VANN Whipple Milligan, P.C.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VANN WHIPPLE MILLIGAN, P.C..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

VANN WHIPPLE MILLIGAN, P.C.

EIN

all filings

Address

1117 PERIMETER CENTER WEST · SUITE N300 · ATLANTA, GA · 303385417

Phone

(770) 351-1220

Industry

CPA Offices· Professional & Technical Services

Plan administrator