Original filing (PDF)20240426094340NAL0006496401001

RICK BAILEY AND COMPANY

Name: RICK BAILEY AND COMPANY — RICK BAILEY AND COMPANY GCF BENEFIT PLAN, Form 5500 (2023)
Creator: RICK BAILEY AND COMPANY

Form 5500-SF

FILING_RECEIVED

RICK BAILEY AND COMPANY GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICK BAILEY AND COMPANY.

Plan sponsor

Name

RICK BAILEY AND COMPANY

EIN

58-2224335

Address

4390 EARNEY ROAD · SUITE 240 · WOODSTOCK, GA · 30188

Phone

(770) 569-9333

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

2023-04-01

Tax period

2023-09-30

Filed

2024-04-26

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

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