How big is Wingate & Associates Ltd.'s plan?

Wingate & Associates Ltd.'s plan reported $2.0M in assets and 17 participants for 2025.

Original filing (PDF)20260127154843NAL0003171553001

Wingate & Associates Ltd.

Name: Wingate & Associates Ltd. — Wingate Appraisal, Form 5500 (2025)
Creator: Wingate & Associates Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wingate Appraisal Service 401(k) Plan

401(k) retirement plan · Wingate & Associates Ltd.'s Wingate Appraisal Service 401(k) Plan held $2.0M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Carolyn ALLS signed Wingate & Associates Ltd.'s 2025 Form 5500 as plan administrator.

Carolyn ALLS — 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

Wingate & Associates Ltd.'s EIN is 54-0924776.

EIN 54-0924776

Plan number 001

Plan year 2025

ACK ID 20260127154843NAL0003171553001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wingate & Associates Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wingate & Associates Ltd.'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 WINGATE & ASSOCIATES LTD.

Finding similar companies…

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