Original filing (PDF)20250430143657NAL0001987153001

PROTHRO, WILHELMI & COMPANY, PLLC

Name: PROTHRO, WILHELMI & COMPANY, PLLC — PROTHRO, WILHELMI & COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: PROTHRO, WILHELMI & COMPANY, PLLC

Form 5500-SF

FILING_RECEIVED

PROTHRO, WILHELMI & COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 PROTHRO, WILHELMI & COMPANY, PLLC.

Plan sponsor

Name

PROTHRO, WILHELMI & COMPANY, PLLC

EIN

74-2804360

Address

6855 OAK HILL BOULEVARD · TYLER, TX · 75703

Phone

(903) 534-8811

Industry

CPA 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

2025-04-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

KAMLER, LEWIS & NOREMAN LLP

KAMLER, LEWIS & NOREMAN LLP PROFIT SHARING 401K PLAN

$2.4M · 10 participants

HOLMES AND MURRAY, LLP

HOLMES AND MURRAY, LLP 401(K) PLAN

$2.4M · 5 participants

FLYNN & COMPANY, INC.

FLYNN & COMPANY, INC. 401(K) PROFIT SHARING PLAN

$2.4M · 17 participants

HEDBERG, BATARA & VAUGHAN-SARANDI, LLC

HEDBERG, BATARA & VAUGHAN-SARANDI, LLC 401(K) RETIREMENT SAVINGS PLAN (001)

$2.4M · 5 participants

SCHUMACHER & CO., P.S.

SCHUMACHER & CO., P.S. 401(K) PLAN