How big is Wheeler & Egger CPAS, LLP's plan?

Wheeler & Egger CPAS, LLP's plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20251009194359NAL0007057905001

Wheeler & Egger CPAS, LLP

Name: Wheeler & Egger CPAS, LLP — Wheeler & Egger CPAS, Form 5500 (2024)
Creator: Wheeler & Egger CPAS, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wheeler & Egger CPAS, LLP 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wheeler & Egger CPAS, LLP's Wheeler & Egger CPAS, LLP 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Kimberly Egger signed Wheeler & Egger CPAS, LLP's 2024 Form 5500 as plan administrator.

Kimberly Egger — 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

Wheeler & Egger CPAS, LLP's EIN is 90-0673920.

EIN 90-0673920

Plan number 002

Plan year 2024

ACK ID 20251009194359NAL0007057905001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wheeler & Egger CPAS, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wheeler & Egger CPAS, LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHEELER & EGGER CPAS, LLP.

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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