Original filing (PDF)20251219093048NAL0006539105001

SUMNER F. KALMAN

Name: SUMNER F. KALMAN — SUMNER F. KALMAN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUMNER F. KALMAN

Form 5500-SF

FILING_RECEIVED

SUMNER F. KALMAN PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMNER F. KALMAN.

Plan sponsor

Name

SUMNER F. KALMAN

EIN

02-0380967

Address

P.O. BOX 988 · PLAISTOW, NH · 038650988

Phone

(603) 382-4003

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2025-12-19

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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