Original filing (PDF)20250605094101NAL0020193360001

STEVEN P SALLEY, PSC

Name: STEVEN P SALLEY, PSC — STEVEN P SALLEY PSC, Form 5500 (2024)
Creator: STEVEN P SALLEY, PSC

Form 5500-SF

FILING_RECEIVED

STEVEN P SALLEY PSC

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$283K

Net assets (EOY)

$283K

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 average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN P SALLEY, PSC.

Plan sponsor

Name

STEVEN P SALLEY, PSC

EIN

03-0568948all filings

Address

3133 CUSTER DR · LEXINGTON, KY · 40517

Phone

(859) 245-4454

Industry

Professional & Technical Servicessee all

Plan administrator

Name

STEVEN P SALLEY PSC

EIN

03-0568948

City

LEXINGTON, KY

Phone

(859) 245-4454

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-05

Pension benefit codes

3B · Covers self-employed individuals

2S · Automatic enrollment

2J · 401(k) feature

2E · Profit-sharing

2F · ERISA section 404(c)

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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