How big is A.P. Whaley LLC's plan?

A.P. Whaley LLC's plan reported $916K in assets and 6 participants for 2024.

Original filing (PDF)20251001063553NAL0005801523001

A.P. Whaley LLC

Name: A.P. Whaley LLC — A.P. Whaley LLC 401(k) Profit, Form 5500 (2024)
Creator: A.P. Whaley LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A.P. Whaley LLC 401(k) Profit Sharing Plan

401(k) retirement plan · A.P. Whaley LLC's A.P. Whaley LLC 401(k) Profit Sharing Plan held $916K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$916K

Net assets (EOY)

$916K

Plan identifiers

A.P. Whaley LLC's EIN is 80-0595564.

EIN 80-0595564

Plan number 001

Plan year 2024

ACK ID 20251001063553NAL0005801523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for A.P. Whaley LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

A.P. Whaley LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A.P. WHALEY LLC.

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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

Helping the score