How big is Steffey WAHL, LLC's plan?

Steffey WAHL, LLC's plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20250625150726NAL0019604370001

Steffey WAHL, LLC

Name: Steffey WAHL, LLC — Steffey WAHL, LLC 401(k) Plan, Form 5500 (2024)
Creator: Steffey WAHL, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steffey WAHL, LLC 401(k) Plan

401(k) retirement plan · Steffey WAHL, LLC's Steffey WAHL, LLC 401(k) Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

KYE Steffey signed Steffey WAHL, LLC's 2024 Form 5500 as plan administrator.

KYE Steffey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Steffey WAHL, LLC's EIN is 82-3651022.

EIN 82-3651022

Plan number 001

Plan year 2024

ACK ID 20250625150726NAL0019604370001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steffey WAHL, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steffey WAHL, LLC'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 STEFFEY WAHL, 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