How big is Baucom, Claytor, Benton, Morgan & Wood, P.A.'s plan?

Baucom, Claytor, Benton, Morgan & Wood, P.A.'s plan reported $8.1M in assets and 15 participants for 2024.

Original filing (PDF)20250915091014NAL0001197200001

Baucom, Claytor, Benton, Morgan & Wood, P.A.

Name: Baucom, Claytor, Benton, Morgan & Wood, P.A. — Form 5500 Plan 001 (2024)
Creator: Baucom, Claytor, Benton, Morgan & Wood, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baucom, Claytor, Benton, Morgan & Wood, P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Baucom, Claytor, Benton, Morgan & Wood, P.A.'s Baucom, Claytor, Benton, Morgan & Wood, P.A. 401(k) Profit Sharing Plan held $8.1M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

Plan identifiers

Baucom, Claytor, Benton, Morgan & Wood, P.A.'s EIN is 56-1156385.

EIN 56-1156385

Plan number 001

Plan year 2024

ACK ID 20250915091014NAL0001197200001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Baucom, Claytor, Benton, Morgan & Wood, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Baucom, Claytor, Benton, Morgan & Wood, P.A.'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 BAUCOM, CLAYTOR, BENTON, MORGAN & WOOD, P.A..

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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