How big is Sumner F. Kalman's plan?

Sumner F. Kalman's plan reported $1.8M in assets and 3 participants for 2024.

Original filing (PDF)20251219093048NAL0006539105001

Sumner F. Kalman

Name: Sumner F. Kalman — Sumner F. Kalman Profit Sharing, Form 5500 (2024)
Creator: Sumner F. Kalman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sumner F. Kalman Profit Sharing Plan

Defined-contribution retirement plan · Sumner F. Kalman's Sumner F. Kalman Profit Sharing Plan held $1.8M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Sumner F. Kalman's EIN is 02-0380967.

EIN 02-0380967

Plan number 001

Plan year 2024

ACK ID 20251219093048NAL0006539105001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sumner F. Kalman from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sumner F. Kalman'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 SUMNER F. KALMAN.

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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