How big is Sullivan, Poulin and Payne, P.C.'s plan?

Sullivan, Poulin and Payne, P.C.'s plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250924122617NAL0003011011001

Sullivan, Poulin and Payne, P.C.

Name: Sullivan, Poulin and Payne, P.C. — Sullivan, Poulin, Form 5500 (2024)
Creator: Sullivan, Poulin and Payne, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sullivan, Poulin & Payne, P.C. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sullivan, Poulin and Payne, P.C.'s Sullivan, Poulin & Payne, P.C. 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Sullivan, Poulin and Payne, P.C.'s EIN is 04-2677309.

EIN 04-2677309

Plan number 001

Plan year 2024

ACK ID 20250924122617NAL0003011011001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sullivan, Poulin and Payne, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sullivan, Poulin and Payne, P.C.'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 SULLIVAN, POULIN AND PAYNE, P.C..

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

SULLIVAN, POULIN AND PAYNE, P.C.

EIN

all filings

Address

66 MORGAN ROAD · WEST SPRINGFIELD, MA · 01089

Phone

(413) 739-9685

Industry

CPA Offices· Professional & Technical Services

Plan administrator