Original filing (PDF)20260210133108NAL0002749185001

SUZANNE E. WADE CHAPTER 13 TRUSTEE

Name: SUZANNE E. WADE CHAPTER 13 TRUSTEE — SUZANNE E. WADE CHAPTER 13 TRUSTEE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUZANNE E. WADE CHAPTER 13 TRUSTEE

Form 5500-SF

FILING_RECEIVED

SUZANNE E. WADE CHAPTER 13 TRUSTEE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 SUZANNE E. WADE CHAPTER 13 TRUSTEE.

Plan sponsor

Name

SUZANNE E. WADE CHAPTER 13 TRUSTEE

EIN

61-1751924

Address

7202 GLEN FOREST DR. · SUITE 202 · RICHMOND, VA · 23226

Phone

(804) 775-0979

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-02-10

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)

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

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