Original filing (PDF)20250528134659NAL0004426115001

SAM TELL & SON, INC.

Name: SAM TELL & SON, INC. — SAM TELL & SON, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SAM TELL & SON, INC.

Form 5500-SF

FILING_RECEIVED

SAM TELL & SON, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

136

Accounts w/ balance

103

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAM TELL & SON, INC..

Plan sponsor

Name

SAM TELL & SON, INC.

EIN

13-2526262

Address

300 SMITH ST · FARMINGDALE, NY · 11735

Phone

(718) 386-0707

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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