Original filing (PDF)20250603111704NAL0028446722001

A J WESTFALL CO

Name: A J WESTFALL CO — A J WESTFALL CO 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: A J WESTFALL CO

Form 5500-SF

FILING_RECEIVED

A J WESTFALL CO 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

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 A J WESTFALL CO.

Plan sponsor

Name

A J WESTFALL CO

EIN

59-3560779

Address

4307 WINDMILL RIDGE RD · PLANT CITY, FL · 335673664

Phone

(813) 477-1196

Industry

Admin Support & Waste Mgmtsee 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

2025-06-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

SANDYS POOL SERVICE LLC

SANDYS POOL SERVICE LLC 401(K) PLAN

$41K · 114 participants

SHUTTERWISE, INC.

SHUTTERWISE, INC. 401(K) PLAN

$40K · 3 participants

SPARKLING CLEAN PRO, LLC

SPARKLING CLEAN PRO, LLC 401(K) PLAN

$40K · 20 participants

LOVEJOY ENTERPRISES INC

LOVEJOY ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST

$40K · 14 participants

BACKYARD POOL & SPA

BACKYARD POOL & SPA 401(K) PLAN

$40K · 8 participants