How big is Joel E. Sammet & Co., LLP's plan?

Joel E. Sammet & Co., LLP's plan reported $2.2M in assets and 11 participants for 2024.

Original filing (PDF)20250513132750NAL0017832481001

Joel E. Sammet & Co., LLP

Name: Joel E. Sammet & Co., LLP — Joel E. Sammet & Co., Form 5500 (2024)
Creator: Joel E. Sammet & Co., LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joel E. Sammet & Co., LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Joel E. Sammet & Co., LLP's Joel E. Sammet & Co., LLP 401(k) Profit Sharing Plan held $2.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Joel E. Sammet & Co., LLP's EIN is 13-5504490.

EIN 13-5504490

Plan number 001

Plan year 2024

ACK ID 20250513132750NAL0017832481001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joel E. Sammet & Co., LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joel E. Sammet & Co., LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOEL E. SAMMET & CO., LLP.

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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

Knocking points off