How big is Whipplewood CPAS PC's plan?

Whipplewood CPAS PC's plan reported $2.6M in assets and 28 participants for 2024.

Original filing (PDF)20250624105019NAL0017273362001

Whipplewood CPAS PC

Name: Whipplewood CPAS PC — Whipplewood CPAS 401(k) Plan, Form 5500 (2024)
Creator: Whipplewood CPAS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whipplewood CPAS 401(k) Plan

401(k) retirement plan · Whipplewood CPAS PC's Whipplewood CPAS 401(k) Plan held $2.6M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Steve Grimes signed Whipplewood CPAS PC's 2024 Form 5500 as plan administrator.

Steve Grimes — 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

Whipplewood CPAS PC's EIN is 84-0702965.

EIN 84-0702965

Plan number 001

Plan year 2024

ACK ID 20250624105019NAL0017273362001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whipplewood CPAS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whipplewood CPAS PC'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 WHIPPLEWOOD CPAS PC.

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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