Original filing (PDF)20251009194359NAL0007057905001

WHEELER & EGGER CPAS, LLP

Name: WHEELER & EGGER CPAS, LLP — WHEELER & EGGER CPAS, LLP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: WHEELER & EGGER CPAS, LLP

Form 5500-SF

FILING_RECEIVED

WHEELER & EGGER CPAS, LLP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHEELER & EGGER CPAS, LLP.

Plan sponsor

Name

WHEELER & EGGER CPAS, LLP

EIN

90-0673920

Address

945 MORNING STAR DRIVE · SONORA, CA · 95370

Phone

(209) 536-1218

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

B H LANE PC

B H LANE PC 401(K) PLAN

$1.1M · 2 participants

BAUER & COMPANY LLC

BAUER & COMPANY LLC 401(K) PLAN

$1.1M · 15 participants

MARK L ROSENBAUM CPA PA

MSSB C/F MARK L ROSENBAUM 401K VIPP INDIVIDUAL 401K

$1.1M · 1 participants

NEMET CONSULTING, P.A.

NEMET CONSULTING, P.A. 401(K) PLAN

$1.1M · 2 participants

CROSSWAYS TAX PREPARATION LLC

CROSSWAYS TAX PREPARATION LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 10 participants