Original filing (PDF)20251209094930NAL0003677362001

IVES & SULTAN LLP

Name: IVES & SULTAN LLP — IVES & SULTAN LLP 401(K) PLAN, Form 5500 (2024)
Creator: IVES & SULTAN LLP

Form 5500-SF

FILING_RECEIVED

IVES & SULTAN LLP 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IVES & SULTAN LLP.

Plan sponsor

Name

IVES & SULTAN LLP

EIN

11-2715389

Address

100 CROSSWAYS PARK DRIVE WEST · WOODBURY, NY · 11797

Phone

(516) 496-9500

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-12-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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