How big is Grace M. Williams, CPA, PC's plan?

Grace M. Williams, CPA, PC's plan reported $1.2M in assets and 10 participants for 2024.

Original filing (PDF)20251014165605NAL0006878978001

Grace M. Williams, CPA, PC

Name: Grace M. Williams, CPA, PC — Grace M. Williams, CPA, Form 5500 (2024)
Creator: Grace M. Williams, CPA, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Grace M. Williams, CPA, PC Cash Balance Plan

Defined-benefit pension plan · Grace M. Williams, CPA, PC's Grace M. Williams, CPA, PC Cash Balance Plan held $1.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Grace M. Williams, CPA, PC's EIN is 58-2469039.

EIN 58-2469039

Plan number 001

Plan year 2024

ACK ID 20251014165605NAL0006878978001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Grace M. Williams, CPA, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Grace M. Williams, CPA, PC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRACE M. WILLIAMS, CPA, PC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score