How big is Charles Merritt Massey's plan?

Charles Merritt Massey's plan reported $1.8M in assets and 6 participants for 2024.

Original filing (PDF)20251014092116NAL0002491425001

Charles Merritt Massey

Name: Charles Merritt Massey — Charles Merritt Massey, Form 5500 (2024)
Creator: Charles Merritt Massey
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles Merritt Massey 401(k) Plan

401(k) retirement plan · Charles Merritt Massey's Charles Merritt Massey 401(k) Plan held $1.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Charles Massey signed Charles Merritt Massey's 2024 Form 5500 as plan administrator.

Charles Massey — 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

Charles Merritt Massey's EIN is 58-1865366.

EIN 58-1865366

Plan number 001

Plan year 2024

ACK ID 20251014092116NAL0002491425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles Merritt Massey from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles Merritt Massey'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 CHARLES MERRITT MASSEY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

CHARLES MERRITT MASSEY

EIN

all filings

Address

3006 HERITAGE RD NE STE D · MILLEDGEVILLE, GA · 31061

Phone

(478) 452-5960

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator