· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WHEATLY LAW GROUP, P.A. — WHEATLY LAW GROUP, P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250627122144NAL0009403297004
WHEATLY LAW GROUP, P.A.
Form 5500-SF
FILING_RECEIVED
WHEATLY LAW GROUP, P.A. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
20
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WHEATLY LAW GROUP, P.A.
.
Find decision makers
Plan sponsor
Name
WHEATLY LAW GROUP, P.A.
EIN
56-1056818
Address
710 CEDAR STREET · P. O. BOX 360 · BEAUFORT, NC · 28516
Phone
(252) 728-3158
Industry
Law Offices
· Professional & Technical Services
see 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
2025-06-27
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
BLUESTEIN NICHOLS THOMPSON DELGADO, LLC
BLUESTEIN THOMPSON SULLIVAN, LLC RETIREMENT SAVINGS PLAN
$2.8M · 15 participants
KARL I. SWAIDAN, A PROFESSIONAL CORPORATION
KARL I. SWAIDAN, A PROFESSIONAL CORPORATION PROFIT SHARING 401(K) PLAN
$2.8M · 1 participants
LCDO. ANGEL L. CINTRON
LCDO. ANGEL L. CINTRON RETIREMENT PLAN
$2.8M · 5 participants
GHIDOTTI BERGER LLP
GHIDOTTI BERGER LLP 401(K) PROFIT SHARING PLAN
$2.8M · 37 participants
HASS & ASSOCIATES INC., A PROFESSIONAL CORPORATION
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
WATSON, HOFFE & HASS 401(K) PLAN
$2.8M · 6 participants
ATLANTA VOL LAWYERS FNDTN
ATLANTA VOLUNTEER LAWYERS FOUNDATION, INC
$2.8M · 55 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
