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HAILEY, BRODY, CASEY & WRAY, MD, PC — HAILEY & BRODY, MD, PC PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251006130130NAL0009315330001
HAILEY, BRODY, CASEY & WRAY, MD, PC
Form 5500-SF
FILING_RECEIVED
HAILEY & BRODY, MD, PC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
33
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HAILEY, BRODY, CASEY & WRAY, MD, PC
.
Find decision makers
Plan sponsor
Name
HAILEY, BRODY, CASEY & WRAY, MD, PC
EIN
58-1111447
Address
1218 WEST PACES FERRY ROAD, STE 200 · ATLANTA, GA · 303272308
Phone
(404) 525-7409
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Name
HAILEY, BRODY, CASEY & WRAY, MD, PC
EIN
58-1111447
City
ATLANTA, GA
Phone
(404) 525-7409
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
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Helping the score
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