Original filing (PDF)20250429094043NAL0000679554001

BATES & BATES LAW,LCC

Name: BATES & BATES LAW,LCC — BATES & BATES LAW,LCC GCF BENEFIT PLAN, Form 5500 (2023)
Creator: BATES & BATES LAW,LCC

Form 5500-SF

FILING_RECEIVED

BATES & BATES LAW,LCC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$20K

Net assets (EOY)

$7K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BATES & BATES LAW,LCC.

Plan sponsor

Name

BATES & BATES LAW,LCC

EIN

46-4117886

Address

1890 MARIETTA BLVD · ATLANTA, GA · 30318

Phone

(404) 228-7439

Industry

Finance & Insurancesee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SILVERLINK BENEFITS GROUP

SILVERLINK BENEFITS 401(K) PLAN

$20K · 2 participants

BALANCED EQUITIES, INC.

BALANCED EQUITIES, INC. GCF BENEFIT PLAN

$20K · 2 participants

JUVO, LLC

JUVO 401(K) PLAN

$20K · 4 participants

FREEDOM BENEFITS, LLC

FREEDOM BENEFITS, LLC CASH BALANCE PENSION PLAN

$20K · 2 participants

LMF ENTERPRISE LLC

$21K · 2 participants