How big is Hunter W. Bailey DBA Wealth Strategies' plan?

Hunter W. Bailey DBA Wealth Strategies' plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20250930122400NAL0005487523001

Hunter W. Bailey DBA Wealth Strategies

Name: Hunter W. Bailey DBA Wealth Strategies — Form 5500 Plan 002 (2024)
Creator: Hunter W. Bailey DBA Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Strategies 401(k) Plan

401(k) retirement plan · Hunter W. Bailey DBA Wealth Strategies' Wealth Strategies 401(k) Plan held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Hunter W. Bailey DBA Wealth Strategies' EIN is 68-0269468.

EIN 68-0269468

Plan number 002

Plan year 2024

ACK ID 20250930122400NAL0005487523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hunter W. Bailey DBA Wealth Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hunter W. Bailey DBA Wealth Strategies' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HUNTER W. BAILEY DBA WEALTH STRATEGIES.

Finding similar companies…

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