How big is Walborn & Associates, Inc.'s plan?

Walborn & Associates, Inc.'s plan reported $2.6M in assets and 7 participants for 2024.

Original filing (PDF)20250707222752NAL0003546145001

Walborn & Associates, Inc.

Name: Walborn & Associates, Inc. — Walborn & Associates, Form 5500 (2024)
Creator: Walborn & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walborn & Associates 401(k) Plan

401(k) retirement plan · Walborn & Associates, Inc.'s Walborn & Associates 401(k) Plan held $2.6M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Walborn & Associates, Inc.'s EIN is 81-0559928.

EIN 81-0559928

Plan number 001

Plan year 2024

ACK ID 20250707222752NAL0003546145001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walborn & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walborn & Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALBORN & ASSOCIATES, INC..

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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