Wheatley Empire, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Wheatley Empire, INC.
  • Sponsor EIN: 863727606
  • Sponsor Address: 1545 CHESTNUT GROVE COURT, BELLBROOK, OH, 45305
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $188,995

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20252$188,995$0$0
20242$301,776$0$0
20232$407,925$0$0
20222$163,211$0$0

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