Original filing (PDF)20250911131649NAL0000257251001

WAYNE LONG & CO.

Name: WAYNE LONG & CO. — WAYNE LONG & CO. 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WAYNE LONG & CO.

Form 5500-SF

FILING_RECEIVED

WAYNE LONG & CO. 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.5M

Net assets (EOY)

$14.5M

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 WAYNE LONG & CO..

Plan sponsor

Name

WAYNE LONG & CO.

EIN

77-0155213

Address

1502 MILL ROCK WAY · SUITE #200 · BAKERSFIELD, CA · 93311

Phone

(661) 664-0909

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

2025-09-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

3B · Covers self-employed individuals

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

CONDLEY AND COMPANY, LLP

CONDLEY AND COMPANY 401(K) PROFIT SHARING PLAN

$14.5M · 93 participants

LINDBURG VOGEL PIERCE FARIS CHARTERED

LINDBURG VOGEL PIERCE FARIS, CHARTERED 401(K) PLAN

$14.4M · 43 participants

SCHROEDEL, SCULLIN & BESTIC, LLC

SCHROEDEL, SCULLIN & BESTIC, LLC 401(K) PROFIT SHARING PLAN

$14.6M · 36 participants

SCHLENNER WENNER & CO.

SCHLENNER WENNER & CO. PROFIT SHARING 401(K) PLAN

$14.4M · 82 participants

SULLIVAN BILLE, P.C.