How big is Soulsby Accounting Group, Inc.'s plan?

Soulsby Accounting Group, Inc.'s plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250604160511NAL0011380209001

Soulsby Accounting Group, Inc.

Name: Soulsby Accounting Group, Inc. — Soulsby Accounting, Form 5500 (2024)
Creator: Soulsby Accounting Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Soulsby Accounting Group, Inc. 401(k) Plan

401(k) retirement plan · Soulsby Accounting Group, Inc.'s Soulsby Accounting Group, Inc. 401(k) Plan held $1.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Soulsby Accounting Group, Inc.'s EIN is 16-1624304.

EIN 16-1624304

Plan number 001

Plan year 2024

ACK ID 20250604160511NAL0011380209001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Soulsby Accounting Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Soulsby Accounting Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOULSBY ACCOUNTING GROUP, INC..

Finding similar companies…

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