How big is Walters Gilbreath, PLLC's plan?

Walters Gilbreath, PLLC's plan reported $1.6M in assets and 27 participants for 2024.

Original filing (PDF)20250702150825NAL0013120049001

Walters Gilbreath, PLLC

Name: Walters Gilbreath, PLLC — Walters Gilbreath 401(k), Form 5500 (2024)
Creator: Walters Gilbreath, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walters Gilbreath 401(k) Retirement Plan

401(k) retirement plan · Walters Gilbreath, PLLC's Walters Gilbreath 401(k) Retirement Plan held $1.6M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Sarah Gilbreath signed Walters Gilbreath, PLLC's 2024 Form 5500 as plan administrator.

Sarah Gilbreath — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Walters Gilbreath, PLLC's EIN is 61-1767716.

EIN 61-1767716

Plan number 001

Plan year 2024

ACK ID 20250702150825NAL0013120049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walters Gilbreath, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walters Gilbreath, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALTERS GILBREATH, PLLC.

Finding similar companies…

Plan health score

Above-average plan

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