Original filing (PDF)20251010150126NAL0007910801001

CHRISTOPHER H WHELAN INC

Name: CHRISTOPHER H WHELAN INC — CHRISTOPHER H WHELAN INC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CHRISTOPHER H WHELAN INC

Form 5500-SF

FILING_RECEIVED

CHRISTOPHER H WHELAN INC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 CHRISTOPHER H WHELAN INC.

Plan sponsor

Name

CHRISTOPHER H WHELAN INC

EIN

68-0071551

Address

11230 GOLD EXPRESS DR STE 310-395 · GOLD RIVER, CA · 956700000

Phone

(916) 635-5577

Industry

Law Offices· 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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

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

GAINES & GAINES, A PROFESSIONAL LAW CORP

GAINES & GAINES, A PROFESSIONAL LAW CORPORATION 401(K) PLAN

$2.2M · 5 participants

WALSH PIZZI O'REILLY FALANGA LLP

WALSH PIZZI O'REILLY FALANGA LLP DEFINED BENEFIT PLAN

$2.2M · 17 participants

RHODUNDA, WILLIAMS & KONDRASCHOW, LLC

RHODUNDA, WILLIAMS & KONDRASCHOW, LLC 401(K) PROFIT SHARING PLAN

$2.2M · 7 participants

DYER BREGMAN FERRIS WONG & CARTER PLLC

DYER BREGMAN FERRIS WONG & CARTER PLLC 401(K) PLAN

$2.2M · 65 participants