How big is W.A. Soefker & SON, Inc.'s plan?

W.A. Soefker & SON, Inc.'s plan reported $316K in assets and 10 participants for 2024.

Original filing (PDF)20250717094002NAL0000020915001

W.A. Soefker & SON, Inc.

Name: W.A. Soefker & SON, Inc. — Soefker Company, Form 5500 (2024)
Creator: W.A. Soefker & SON, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Soefker Company Retirement Plan

401(k) retirement plan · W.A. Soefker & SON, Inc.'s Soefker Company Retirement Plan held $316K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$316K

Net assets (EOY)

$315K

People on this filing

AMY Gathright signed W.A. Soefker & SON, Inc.'s 2024 Form 5500 as plan administrator.

AMY Gathright — 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

W.A. Soefker & SON, Inc.'s EIN is 62-0701905.

EIN 62-0701905

Plan number 003

Plan year 2024

ACK ID 20250717094002NAL0000020915001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for W.A. Soefker & SON, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

W.A. Soefker & SON, Inc.'s 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 W.A. SOEFKER & SON, INC..

Finding similar companies…

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