Original filing (PDF)20251001063553NAL0005801523001

A.P. WHALEY LLC

Name: A.P. WHALEY LLC — A.P. WHALEY LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: A.P. WHALEY LLC

Form 5500-SF

FILING_RECEIVED

A.P. WHALEY LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$916K

Net assets (EOY)

$916K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

A.P. WHALEY LLC

EIN

80-0595564

Address

1928 SYVRUD ROAD · MOUNT HOREB, WI · 53572

Phone

(608) 437-9081

Industry

Agriculture, Forestry, Fishing, Huntingsee 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

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Agriculture, Forestry, Fishing, Hunting plans

BAZAN VINEYARD MANAGEMENT, LLC

BAZAN VINEYARD MANAGEMENT, LLC 401K PROFIT SHARING PLAN

$915K · 4 participants

STAR SEED ACQUISITION, INC.

STAR SEED ACQUISITION, INC. 401(K) PLAN

$917K · 49 participants

LEWIS COLLIER COMPANIES, LLC

LEWIS COLLIER COMPANIES, LLC 401(K) PLAN

$917K · 71 participants

BYNUM AG INC.

BYNUM AG INC. 401(K) PLAN

$913K · 2 participants

TAMA - BENTON COOPERATIVE

THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.