Original filing (PDF)20230614160127NAL0074897842001

CHARLENE E WEHRING CPA PLLC

Name: CHARLENE E WEHRING CPA PLLC — CHARLENE EBERT WEHRING, CPA PROFIT SHARING PLAN, Form 5500 (2022)
Creator: CHARLENE E WEHRING CPA PLLC

Form 5500-SF

FILING_RECEIVED

CHARLENE EBERT WEHRING, CPA PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLENE E WEHRING CPA PLLC.

Plan sponsor

Name

CHARLENE E WEHRING CPA PLLC

EIN

81-4244468

Address

PO BOX 26 · BELLVILLE, TX · 77418

Phone

(979) 865-5959

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

GIAMALIS AND COMPANY, LLC

GIAMALIS AND COMPANY, LLC 401(K) PROFIT SHARING PLAN

LAFORTE FINANCIAL SERVICES, INC.

LAFORTE FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN

SINGER & FALK INC

$0 · 5 participants

EDWARD L MONACO, CPA

EDWARD L MONACO, CPA 401(K) PLAN

WEISS AND COMPANY LLP

WEISS AND COMPANY LLP PENSION TRUST