How big is Charley GEE P.C.'s plan?

Charley GEE P.C.'s plan reported $189K in assets and 3 participants for 2025.

Original filing (PDF)20260423220357NAL0008203984011

Charley GEE P.C.

Name: Charley GEE P.C. — Charley GEE P.C. 401(k) Plan, Form 5500 (2025)
Creator: Charley GEE P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charley GEE P.C. 401(k) Plan

401(k) retirement plan · Charley GEE P.C.'s Charley GEE P.C. 401(k) Plan held $189K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$189K

Net assets (EOY)

$189K

People on this filing

Elantha Barry signed Charley GEE P.C.'s 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Charley GEE P.C.'s EIN is 81-1333664.

EIN 81-1333664

Plan number 001

Plan year 2025

ACK ID 20260423220357NAL0008203984011

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charley GEE P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charley GEE P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score