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ADAMS SAMARTINO AND COMPANY, P.C. — ADAMS SAMARTINO AND COMPANY, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260312062326NAL0007234498001
ADAMS SAMARTINO AND COMPANY, P.C.
Form 5500-SF
FILING_RECEIVED
ADAMS SAMARTINO AND COMPANY, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.9 mo
Active participants
17
Accounts w/ balance
22
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
84
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ADAMS SAMARTINO AND COMPANY, P.C.
.
Find decision makers
Plan sponsor
Name
ADAMS SAMARTINO AND COMPANY, P.C.
EIN
06-1149587
Address
P.O. BOX 273 · 751 FARMINGTON AVENUE · BRISTOL, CT · 060110273
Phone
(860) 583-8675
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-03-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 3.9 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
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