How big is Sullivan, Powers & Company, CPA'S' plan?

Sullivan, Powers & Company, CPA'S' plan reported $6.0M in assets and 11 participants for 2024.

Original filing (PDF)20250811075710NAL0003838707001

Sullivan, Powers & Company, CPA'S

Name: Sullivan, Powers & Company, CPA'S — Sullivan, Powers, Form 5500 (2024)
Creator: Sullivan, Powers & Company, CPA'S
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sullivan, Powers & Company Profit Sharing Plan

401(k) retirement plan · Sullivan, Powers & Company, CPA'S' Sullivan, Powers & Company Profit Sharing Plan held $6.0M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan identifiers

Sullivan, Powers & Company, CPA'S' EIN is 03-0276150.

EIN 03-0276150

Plan number 001

Plan year 2024

ACK ID 20250811075710NAL0003838707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sullivan, Powers & Company, CPA'S from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sullivan, Powers & Company, CPA'S' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SULLIVAN, POWERS & COMPANY, CPA'S.

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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