Original filing (PDF)20250730140346NAL0001983267001

WIMBERLY LAWSON WRIGHT DAVES JONES, PLLC

Name: WIMBERLY LAWSON WRIGHT DAVES JONES, PLLC — EMPLOYEE BENEFIT PLAN OF WIMBERLY LAWSON WRIGHT DAVES & JONES, PLLC, Form 5500 (2024)
Creator: WIMBERLY LAWSON WRIGHT DAVES JONES, PLLC

Form 5500-SF

FILING_RECEIVED

EMPLOYEE BENEFIT PLAN OF WIMBERLY LAWSON WRIGHT DAVES & JONES, PLLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

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 WIMBERLY LAWSON WRIGHT DAVES JONES, PLLC.

Plan sponsor

Name

WIMBERLY LAWSON WRIGHT DAVES JONES, PLLC

EIN

62-1684580

Address

550 W MAIN ST STE 900 · KNOXVILLE, TN · 379022552

Phone

(865) 546-1000

Industry

Professional & Technical Servicessee 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

2025-07-30

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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