How big is Ashby & Geddes, P.A.'s plan?

Ashby & Geddes, P.A.'s plan reported $35.5M in assets and 34 participants for 2024.

Original filing (PDF)20250509095446NAL0013548193001

Ashby & Geddes, P.A.

Name: Ashby & Geddes, P.A. — Ashby & Geddes, P.A., Form 5500 (2024)
Creator: Ashby & Geddes, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ashby & Geddes, P.A. Retirement Plan

401(k) retirement plan · Ashby & Geddes, P.A.'s Ashby & Geddes, P.A. Retirement Plan held $35.5M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35.5M

Net assets (EOY)

$35.5M

People on this filing

Catherine A. GAUL signed Ashby & Geddes, P.A.'s 2024 Form 5500 as plan administrator.

Catherine A. GAUL — 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

Ashby & Geddes, P.A.'s EIN is 23-2193414.

EIN 23-2193414

Plan number 002

Plan year 2024

ACK ID 20250509095446NAL0013548193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ashby & Geddes, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ashby & Geddes, P.A.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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