How big is Monte J. White & Associates, P.C.'s plan?

Monte J. White & Associates, P.C.'s plan reported $1.5M in assets and 10 participants for 2024.

Original filing (PDF)20250307070534NAL0006072867001

Monte J. White & Associates, P.C.

Name: Monte J. White & Associates, P.C. — Monte J. White &, Form 5500 (2024)
Creator: Monte J. White & Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monte J. White & Associates, P.C. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Monte J. White & Associates, P.C.'s Monte J. White & Associates, P.C. 401(k) Profit Sharing Plan & Trust held $1.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Monte J. White & Associates, P.C.'s EIN is 75-2654415.

EIN 75-2654415

Plan number 001

Plan year 2024

ACK ID 20250307070534NAL0006072867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monte J. White & Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monte J. White & Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTE J. WHITE & ASSOCIATES, P.C..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off