How big is William S. Bailey's plan?

William S. Bailey's plan reported $1.6M in assets and 2 participants for 2024.

Original filing (PDF)20250925130200NAL0007649761003

William S. Bailey

Name: William S. Bailey — William S. Bailey CPA Profit, Form 5500 (2024)
Creator: William S. Bailey
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William S. Bailey CPA Profit Sharing Plan

Defined-contribution retirement plan · William S. Bailey's William S. Bailey CPA Profit Sharing Plan held $1.6M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

William S Bailey signed William S. Bailey's 2024 Form 5500 as plan administrator.

William S Bailey — 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

William S. Bailey's EIN is 16-1236355.

EIN 16-1236355

Plan number 001

Plan year 2024

ACK ID 20250925130200NAL0007649761003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William S. Bailey from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William S. Bailey's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM S. BAILEY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

WILLIAM S. BAILEY

EIN

all filings

Address

70 LINDEN OAKS OFFICE PARK · ROCHESTER, NY · 14625

Phone

(585) 381-9660

Industry

CPA Offices· Professional & Technical Services

Plan administrator