How big is COY, Gilbert, Shepherd & Wilson, PLLC's plan?

COY, Gilbert, Shepherd & Wilson, PLLC's plan reported $3.5M in assets and 10 participants for 2025.

Original filing (PDF)20260506063149NAL0001245091001

COY, Gilbert, Shepherd & Wilson, PLLC

Name: COY, Gilbert, Shepherd & Wilson, PLLC — COY, Gilbert, Form 5500 (2025)
Creator: COY, Gilbert, Shepherd & Wilson, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

COY, Gilbert, Shepherd & Wilson 401(k) Retirement Savings Plan

401(k) retirement plan · COY, Gilbert, Shepherd & Wilson, PLLC's COY, Gilbert, Shepherd & Wilson 401(k) Retirement Savings Plan held $3.5M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

COY, Gilbert, Shepherd & Wilson, PLLC's EIN is 82-3816665.

EIN 82-3816665

Plan number 001

Plan year 2025

ACK ID 20260506063149NAL0001245091001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for COY, Gilbert, Shepherd & Wilson, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

COY, Gilbert, Shepherd & Wilson, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COY, GILBERT, SHEPHERD & WILSON, PLLC.

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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