How big is William E Bourgeois OD SC's plan?

William E Bourgeois OD SC's plan reported $5.5M in assets and 7 participants for 2025.

Original filing (PDF)20260211100846NAL0006639602001

William E Bourgeois OD SC

Name: William E Bourgeois OD SC — William E Bourgeois OD, Form 5500 (2025)
Creator: William E Bourgeois OD SC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William E Bourgeois OD SC Profit Sharing Plan & Trust

Defined-contribution retirement plan · William E Bourgeois OD SC's William E Bourgeois OD SC Profit Sharing Plan & Trust held $5.5M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

William Bourgeois signed William E Bourgeois OD SC's 2025 Form 5500 as plan administrator.

William Bourgeois — 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 E Bourgeois OD SC's EIN is 39-1404102.

EIN 39-1404102

Plan number 002

Plan year 2025

ACK ID 20260211100846NAL0006639602001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for William E Bourgeois OD SC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

William E Bourgeois OD SC's plan includes money-purchase contributions, profit-sharing.

Decision-maker contacts

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

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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