Original filing (PDF)20250804163749NAL0000830243001

BAILEY AND COMPANY, CHARTERED

Name: BAILEY AND COMPANY, CHARTERED — BAILEY & COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: BAILEY AND COMPANY, CHARTERED

Form 5500-SF

FILING_RECEIVED

BAILEY & COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$784K

Net assets (EOY)

$784K

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.
High average account balance (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BAILEY AND COMPANY, CHARTERED

EIN

82-0465339all filings

Address

P.O. BOX 876 · 812-B 12TH AVE. S · NAMPA, ID · 836530876

Phone

(208) 466-2493

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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