How big is William S Cooley CPA PC's plan?

William S Cooley CPA PC's plan reported $2.0M in assets and 5 participants for 2024.

Original filing (PDF)20251008171420NAL0009822320001

William S Cooley CPA PC

Name: William S Cooley CPA PC — William S Cooley CPA PC, Form 5500 (2024)
Creator: William S Cooley CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William S Cooley CPA PC Profit Sharing Plan and 401 K

401(k) retirement plan · William S Cooley CPA PC's William S Cooley CPA PC Profit Sharing Plan and 401 K held $2.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

William Cooley signed William S Cooley CPA PC's 2024 Form 5500 as plan administrator.

William Cooley — 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

William S Cooley CPA PC's EIN is 87-0579781.

EIN 87-0579781

Plan number 001

Plan year 2024

ACK ID 20251008171420NAL0009822320001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William S Cooley CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William S Cooley CPA PC's 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 WILLIAM S COOLEY CPA PC.

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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