How big is Samuel Holmes Inc.'s plan?

Samuel Holmes Inc.'s plan reported $923K in assets and 31 participants for 2024.

Original filing (PDF)20250602141326NAL0017696944001

Samuel Holmes Inc.

Name: Samuel Holmes Inc. — Samuel Holmes Inc. 401(k), Form 5500 (2024)
Creator: Samuel Holmes Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Samuel Holmes Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Samuel Holmes Inc.'s Samuel Holmes Inc. 401(k) Profit Sharing Plan and Trust held $923K in plan assets for 31 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$923K

Net assets (EOY)

$923K

People on this filing

Diane Elfman signed Samuel Holmes Inc.'s 2024 Form 5500 as plan administrator.

Diane Elfman — 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

Samuel Holmes Inc.'s EIN is 04-1447950.

EIN 04-1447950

Plan number 001

Plan year 2024

ACK ID 20250602141326NAL0017696944001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Samuel Holmes Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Samuel Holmes Inc.'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 SAMUEL HOLMES INC.

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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

Knocking points off