Retirement plan

STRIBLING-WHALEN FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

Name: STRIBLING-WHALEN FINANCIAL GROUP - STRIBLING-WHALEN FINANCIAL GROUP 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: STRIBLING-WHALEN FINANCIAL GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRIBLING-WHALEN FINANCIAL GROUP 401(K) PROFIT SHARING PLAN, STRIBLING-WHALEN FINANCIAL GROUP

STRIBLING-WHALEN FINANCIAL GROUPEIN 47-3904593Plan #001PY 2025

620 SPRING STREET SE - GAINESVILLE, GA 30501678-989-0048raymondjames.com/striblingwhalenLinkedIn1-10 employeesfinancial services

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.9M

+29.8% from 2024

Total participants

+12.5% from 2024

Average account balance

$326,682

+15.4% from 2024

Annual return

22.14%

+8.78 pp from 2024

Benchmarks

See 97,882 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort97,882 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.94M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$327K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$174K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+22.14%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$326,682

$156,398+108.9%

$147,318+121.8%

$138,895+135.2%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

79.9%+20.1pp

Annual return

22.14%

78.75%-56.6pp

70.43%-48.3pp

145.39%-123.2pp

Employer contribution / active EE

$14,543

$4,853+199.7%

$4,593+216.6%

$4,194+246.7%

Participant deferral / active EE

$10,371

$8,237+25.9%

$7,906+31.2%

$6,396+62.1%

Admin fee / account holder

$14,976-100.0%

$13,708-100.0%

$12,562-100.0%

STRIBLING-WHALEN FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STRIBLING-WHALEN FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion