Original filing (PDF)20250616123130NAL0002260546001

UPCHURCH, BAILEY AND UPCHURCH, P.A.

Name: UPCHURCH, BAILEY AND UPCHURCH, P.A. — UPCHURCH, BAILEY AND UPCHURCH, P.A. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: UPCHURCH, BAILEY AND UPCHURCH, P.A.

Form 5500-SF

FILING_RECEIVED

UPCHURCH, BAILEY AND UPCHURCH, P.A. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPCHURCH, BAILEY AND UPCHURCH, P.A..

Plan sponsor

Name

UPCHURCH, BAILEY AND UPCHURCH, P.A.

EIN

59-1650071

Address

780 N. PONCE DE LEON BLVD · ST. AUGUSTINE, FL · 320853007

Phone

(904) 829-9066

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator