Original filing (PDF)20251001114612NAL0013173121001

HARTSELL & WILLIAMS, P.A.

Name: HARTSELL & WILLIAMS, P.A. — HARTSELL & WILLIAMS, P.A. 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HARTSELL & WILLIAMS, P.A.

Form 5500-SF

FILING_RECEIVED

HARTSELL & WILLIAMS, P.A. 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

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 HARTSELL & WILLIAMS, P.A..

Plan sponsor

Name

HARTSELL & WILLIAMS, P.A.

EIN

56-1051310

Address

71 MCCACHERN BOULEVARD · CONCORD, NC · 28025

Phone

(704) 786-5161

Industry

Law Offices· 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

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2C · Money purchase (other than target benefit)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

ALBERT & MACKENZIE, LLP

ALBERT & MACKENZIE, LLP CASH BALANCE PENSION PLAN

$9.3M · 74 participants

BEYERS COSTIN SIMON, P.C.

BEYERS COSTIN SIMON 401(K) PLAN

$9.3M · 14 participants

HAILEY, MCNAMARA, HALL, LARMANN & PAPALE, LLP

HAILEY, MCNAMARA, HALL, LARMANN & PAPALE 401(K) PLAN

$9.3M · 19 participants

RUEGSEGGER SIMONS & STERN, LLC

RUEGSEGGER SIMONS & STERN, LLC. 401(K) PLAN

$9.3M · 44 participants

RAPPOPORT, DEGIOVANNI & CASLOWITZ, INC.

RAPPOPORT, DEGIOVANNI & CASLOWITZ, INC. RETIREMENT PLAN