Original filing (PDF)20250610092953NAL0024439680001

WADSWORTH, HUMPHRESS, & HOLLAR P.A.

Name: WADSWORTH, HUMPHRESS, & HOLLAR P.A. — WADSWORTH, HUMPHRESS, & HOLLAR P.A. PROFIT SHARING 401(K) PLAN, Form 5500 (2023)
Creator: WADSWORTH, HUMPHRESS, & HOLLAR P.A.

Form 5500-SF

FILING_RECEIVED

WADSWORTH, HUMPHRESS, & HOLLAR P.A. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

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 WADSWORTH, HUMPHRESS, & HOLLAR P.A..

Plan sponsor

Name

WADSWORTH, HUMPHRESS, & HOLLAR P.A.

EIN

59-1451178

Address

1040 E. PARK AVENUE · TALLAHASSEE, FL · 32301

Phone

(850) 224-3129

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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