Original filing (PDF)20251015082314NAL0008311234001

SAUNDERS KAHLER, LLP

Name: SAUNDERS KAHLER, LLP — SAUNDERS KAHLER, LLP PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: SAUNDERS KAHLER, LLP

Form 5500-SF

FILING_RECEIVED

SAUNDERS KAHLER, LLP PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAUNDERS KAHLER, LLP.

Plan sponsor

Name

SAUNDERS KAHLER, LLP

EIN

16-1359482

Address

185 GENESEE STREET SUITE 1400 · UTICA, NY · 135012194

Phone

(315) 733-0419

Industry

Law 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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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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