How big is Sheats & Bailey, PLLC's plan?

Sheats & Bailey, PLLC's plan reported $2.2M in assets and 5 participants for 2024.

Original filing (PDF)20250708115704NAL0011154034001

Sheats & Bailey, PLLC

Name: Sheats & Bailey, PLLC — Sheats & Bailey, PLLC 401(k), Form 5500 (2024)
Creator: Sheats & Bailey, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheats & Bailey, PLLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Sheats & Bailey, PLLC's Sheats & Bailey, PLLC 401(k) Profit Sharing Plan and Trust held $2.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Jason B Bailey signed Sheats & Bailey, PLLC's 2024 Form 5500 as plan administrator.

Jason B Bailey — 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

Sheats & Bailey, PLLC's EIN is 90-0781687.

EIN 90-0781687

Plan number 001

Plan year 2024

ACK ID 20250708115704NAL0011154034001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sheats & Bailey, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sheats & Bailey, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

SHEATS & BAILEY, PLLC

EIN

all filings

Address

PO BOX 586 · LIVERPOOL, NY · 13088

Phone

(315) 382-3719

Industry

Law Offices· Professional & Technical Services

Plan administrator