How big is Van Winkle & Associates' plan?

Van Winkle & Associates' plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250204104455NAL0008074001001

Van Winkle & Associates

Name: Van Winkle & Associates — Van Winkle & Associates, Form 5500 (2024)
Creator: Van Winkle & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Van Winkle & Associates 401(k) Plan

401(k) retirement plan · Van Winkle & Associates' Van Winkle & Associates 401(k) Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Van Winkle & Associates' EIN is 58-1556097.

EIN 58-1556097

Plan number 001

Plan year 2024

ACK ID 20250204104455NAL0008074001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Van Winkle & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Van Winkle & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VAN WINKLE & ASSOCIATES.

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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 (88th percentile).

Plan sponsor

Name

VAN WINKLE & ASSOCIATES

EIN

all filings

Address

PO BOX 20351 · ATLANTA, GA · 30325

Phone

(404) 521-5225

Industry

Professional & Technical Services

Plan administrator