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WILTSHIRE, WHITLEY, RICHARDSON AND ENGLISH, P.A. — WILTSHIRE, WHITLEY, RICHARDSON AND ENGLISH, P.A. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250715142556NAL0001687427001
WILTSHIRE, WHITLEY, RICHARDSON AND ENGLISH, P.A.
Form 5500-SF
FILING_RECEIVED
WILTSHIRE, WHITLEY, RICHARDSON AND ENGLISH, P.A. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
20
Accounts w/ balance
24
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
Plan health score (directional)
89
/ 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
WILTSHIRE, WHITLEY, RICHARDSON AND ENGLISH, P.A.
.
Find decision makers
Plan sponsor
Name
WILTSHIRE, WHITLEY, RICHARDSON AND ENGLISH, P.A.
EIN
65-0129793
Address
P.O. BOX 60147 · FORT MYERS, FL · 339060147
Phone
(239) 334-9191
Industry
CPA 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
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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