Original filing (PDF)20230606173310NAL0017392867001

STEVEN CLIFFORD BAILEY

Name: STEVEN CLIFFORD BAILEY — STEVEN CLIFFORD BAILEY 401K PLAN, Form 5500 (2022)
Creator: STEVEN CLIFFORD BAILEY

Form 5500-SF

FILING_RECEIVED

STEVEN CLIFFORD BAILEY 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$270

Net assets (EOY)

$270

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVEN CLIFFORD BAILEY.

Plan sponsor

Name

STEVEN CLIFFORD BAILEY

DBA

STEVEN BAILEY DBA STEVEN BAILEY ATTORNEY

EIN

68-0166722

Address

1896 CASCADE CT · PO BOX 2546 · SOUTH LAKE TAHOE, CA · 961584046

Phone

(153) 040-9002

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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