· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GWIN, PUNCHES & KELLEY, LLP — GWIN, PUNCHES & KELLEY, LLP - 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250930103803NAL0005443571003
GWIN, PUNCHES & KELLEY, LLP
Form 5500-SF
FILING_RECEIVED
GWIN, PUNCHES & KELLEY, LLP - 401K PLAN
401(k) retirement plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GWIN, PUNCHES & KELLEY, LLP
.
Find decision makers
Plan sponsor
Name
GWIN, PUNCHES & KELLEY, LLP
EIN
64-0614094
Address
P. O. BOX 1344 · NATCHEZ, MS · 39121
Phone
(601) 446-6621
Industry
Law Offices
· Professional & Technical Services
see 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
2025-09-30
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
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
Related plans
Similar-size Law Offices plans
MELENDEZ & MARKETTO, P.C.
MELENDEZ & MARKETTO, P.C. CASH BALANCE PENSION PLAN & TRUST
$1.0M · 4 participants
LEONARD & TERZOLA CO., LTD.
LEONARD AND TERZOLA CO., LTD. 401(K) AND PROFIT SHARING PLAN
$1.0M · 5 participants
BASHARA SCHWARTZ, PLLC
BASHARA SCHWARTZ, PLLC CASH BALANCE PLAN
$1.0M · 8 participants
THOMAS LAW FIRM, PLC
THOMAS LAW FIRM, PLC 401(K) PLAN
$1.0M · 10 participants
MARSCHHAUSEN & FITZPATRICK PC
MARSCHHAUSEN & FITZPATRICK PC
90
Knocking points off
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.0M · 9 participants
MOYER LAW, P.C.
MOYER LAW, P. C. 401(K) PROFIT SHARING PLAN AND TRUST
$1.0M · 2 participants
Large plans in Mississippi
CADENCE BANK
CADENCE 401(K) PROFIT-SHARING PLAN
$817.1M · 5,423 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION PENSION PLAN
$734.5M · 1,476 participants
ERGON, INC.
ERGON 401(K) PLAN
$651.4M · 3,470 participants
V2X, INC.
V2X 401K RETIREMENT PLAN
$644.4M · 13,781 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION 401(K) SAVINGS PLAN
$607.6M · 3,341 participants
SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY
SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN
$528.3M · 2,710 participants
