Original filing (PDF)20250227092431NAL0003923698001

STRIBLING-WHALEN FINANCIAL GROUP

Name: STRIBLING-WHALEN FINANCIAL GROUP — STRIBLING-WHALEN FINANCIAL GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STRIBLING-WHALEN FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

STRIBLING-WHALEN FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 STRIBLING-WHALEN FINANCIAL GROUP.

Plan sponsor

Name

STRIBLING-WHALEN FINANCIAL GROUP

EIN

47-3904593

Address

620 SPRING STREET SE · GAINESVILLE, GA · 30501

Phone

(678) 989-0048

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

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

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

Related plans

Similar-size Professional & Technical Services plans

SYSTEM 1 SEARCH OF SACRAMENTO INC

SYSTEM 1 SEARCH OF SACRAMENTO INC 401K PROFIT SHARING PLAN

$2.3M · 7 participants

ENVIRONMENTAL APPLICATIONS, INC.

ENVIRONMENTAL APPLICATIONS PROFIT SHARING 401K PLAN

$2.3M · 2 participants

DAY ONE GROUP, INC.

DAY ONE GROUP, INC. DEFINED BENEFIT PLAN

$2.3M · 5 participants

J+ MANAGEMENT, LLC

J+ MANAGEMENT CASH BALANCE PLAN

$2.3M · 26 participants

LATHAM MANAGEMENT, INC.

LATHAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN