How big is Precise Forms, Inc.'s plan?

Precise Forms, Inc.'s plan reported $3.8M in assets and 69 participants for 2024.

Original filing (PDF)20250710083011NAL0003925459001

Precise Forms, Inc.

Name: Precise Forms, Inc. — Precise Forms Inc. Profit, Form 5500 (2024)
Creator: Precise Forms, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Precise Forms Inc. Profit Sharing Plan

401(k) retirement plan · Precise Forms, Inc.'s Precise Forms Inc. Profit Sharing Plan held $3.8M in plan assets for 69 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

David Wilkes signed Precise Forms, Inc.'s 2024 Form 5500 as plan administrator.

David Wilkes — 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

Precise Forms, Inc.'s EIN is 43-0904650.

EIN 43-0904650

Plan number 001

Plan year 2024

ACK ID 20250710083011NAL0003925459001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Precise Forms, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off