How big is Schultz & Wynne, P.A.'s plan?

Schultz & Wynne, P.A.'s plan reported $2.5M in assets and 9 participants for 2024.

Original filing (PDF)20250627140129NAL0009455761001

Schultz & Wynne, P.A.

Name: Schultz & Wynne, P.A. — Schultz & Wynne, P.A. 401(k), Form 5500 (2024)
Creator: Schultz & Wynne, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schultz & Wynne, P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Schultz & Wynne, P.A.'s Schultz & Wynne, P.A. 401(k) Profit Sharing Plan held $2.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Becky Wynne signed Schultz & Wynne, P.A.'s 2024 Form 5500 as plan administrator.

Becky Wynne — 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

Schultz & Wynne, P.A.'s EIN is 64-0561932.

EIN 64-0561932

Plan number 001

Plan year 2024

ACK ID 20250627140129NAL0009455761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schultz & Wynne, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schultz & Wynne, P.A.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHULTZ & WYNNE, P.A..

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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