How big is Woolston & Tarter, PC's plan?

Woolston & Tarter, PC's plan reported $2.1M in assets and 11 participants for 2024.

Original filing (PDF)20251203174050NAL0000571443001

Woolston & Tarter, PC

Name: Woolston & Tarter, PC — Woolston & Tarter, PC 401(k), Form 5500 (2024)
Creator: Woolston & Tarter, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Woolston & Tarter, PC 401(k) Profit Sharing Plan

401(k) retirement plan · Woolston & Tarter, PC's Woolston & Tarter, PC 401(k) Profit Sharing Plan held $2.1M in plan assets for 11 participants in 2024.

Signals · 1

Late filing · 0.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Alicia Cash signed Woolston & Tarter, PC's 2024 Form 5500 as plan administrator.

Alicia Cash — 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

Woolston & Tarter, PC's EIN is 86-0959964.

EIN 86-0959964

Plan number 001

Plan year 2024

ACK ID 20251203174050NAL0000571443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Woolston & Tarter, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Woolston & Tarter, 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 WOOLSTON & TARTER, 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off