How big is ADDY, BUSH and Associates, P.C.'s plan?

ADDY, BUSH and Associates, P.C.'s plan reported $824K in assets and 7 participants for 2024.

Original filing (PDF)20250520132303NAL0001249457001

ADDY, BUSH and Associates, P.C.

Name: ADDY, BUSH and Associates, P.C. — ADDY, BUSH and, Form 5500 (2024)
Creator: ADDY, BUSH and Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ADDY, BUSH and Associates Profit Sharing Plan

401(k) retirement plan · ADDY, BUSH and Associates, P.C.'s ADDY, BUSH and Associates Profit Sharing Plan held $824K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$824K

Net assets (EOY)

$824K

People on this filing

Jamie Neiner signed ADDY, BUSH and Associates, P.C.'s 2024 Form 5500 as plan administrator.

Jamie Neiner — 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

ADDY, BUSH and Associates, P.C.'s EIN is 26-1653162.

EIN 26-1653162

Plan number 001

Plan year 2024

ACK ID 20250520132303NAL0001249457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ADDY, BUSH and Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ADDY, BUSH and Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADDY, BUSH AND ASSOCIATES, P.C..

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