How big is William Branch SEP IRA's plan?

William Branch SEP IRA's plan reported $2.3M in assets and 1 participants for 2024.

Original filing (PDF)20250728150200NAL0002244673001

William Branch SEP IRA

Name: William Branch SEP IRA — Form 5500 (2024)
Creator: William Branch SEP IRA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · William Branch SEP IRA held $2.3M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

William Branch signed William Branch SEP IRA's 2024 Form 5500 as plan administrator.

William Branch — 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 Branch SEP IRA's EIN is 90-0110310.

EIN 90-0110310

Plan number 001

Plan year 2024

ACK ID 20250728150200NAL0002244673001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William Branch SEP IRA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William Branch SEP IRA's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM BRANCH SEP IRA.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

WILLIAM BRANCH SEP IRA

EIN

all filings

Address

1800 CAMDEN RD STE 107 · CHARLOTTE, NC · 28203

Phone

(716) 373-5511

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Name

WILLIAM BRANCH SEP IRA

EIN

90-0110310

City

CHARLOTTE, NC

Phone

(716) 373-5511

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

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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