Original filing (PDF)20250516161718NAL0046807362001

TRUMAN & WHITE CHEVRON INC.

Name: TRUMAN & WHITE CHEVRON INC. — TRUMAN & WHITE CHEVRON INC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: TRUMAN & WHITE CHEVRON INC.

Form 5500-SF

FILING_RECEIVED

TRUMAN & WHITE CHEVRON INC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 TRUMAN & WHITE CHEVRON INC..

Plan sponsor

Name

TRUMAN & WHITE CHEVRON INC.

EIN

65-0159975

Address

1126 TRUMAN AVE · KEY WEST, FL · 33040

Phone

(305) 296-5669

Industry

Other Services (ex. Public Admin)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

2025-05-16

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)

3H · Sponsor in controlled / affiliated group

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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ALTERNATIVE HEALTH ASSOCIATES

ALTERNATIVE HEALTH ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST