Original filing (PDF)20250407171356NAL0027388704001

CHARLES SAMELSON INC

Name: CHARLES SAMELSON INC — CHARLES SAMELSON INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CHARLES SAMELSON INC

Form 5500-SF

FILING_RECEIVED

CHARLES SAMELSON INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES SAMELSON INC.

Plan sponsor

Name

CHARLES SAMELSON INC

EIN

13-2784382

Address

102 MADISON AVE FL 6 · NEW YORK, NY · 100167586

Phone

(212) 686-6829

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

MARIO GARCIA MEDIA GROUP INC 401K PROFIT SHARING PLAN & TRUST

MARIO GARCIA MEDIA GROUP INC

$3K · 4 participants

ALL HANDS BIOLOGICAL LLC

ALL HANDS BIOLOGICAL, LLC 401(K) PROFIT SHARING PLAN & TRUST

NICK S SERVICE WITH A SMILE IN

NICK S SERVICE WITH A SMILE IN 401(K) PROFIT SHARING PLAN & TRUST

$3K · 21 participants

INDEPENDENT SOLAR ELECTRIC LLC

INDEPENDENT SOLAR ELECTRIC LLC 401(K) PROFIT SHARING PLAN & TRUST