Original filing (PDF)20241015103122NAL0016150643001

Sussman KPA

Name: Sussman KPA — Marty Sussman Organization, Inc., Form 5500 (2023)
Creator: Sussman KPA
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Marty Sussman Organization, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Sussman KPA's Marty Sussman Organization, Inc. 401(k) Profit Sharing Plan reported $20 in plan assets in 2023, with Newport Group as recordkeeper.

Signals · 2

Corrective distributions issued~31321000 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$20

Net assets (EOY)

$20

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Below-average — multiple flags

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (0th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUSSMAN KPA.

Plan sponsor

Name

SUSSMAN KPA

DBA

SUSSMAN KIA

EIN

20-2847656all filings

Address

P.O. BOX 627 · JENKINTOWN, PA · 19046

Phone

(267) 843-4806

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$32K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CORNERSTONE	75-3204798	BETHLEHEM, PA	INVESTMENT ADVISOR	$11K	—

Accountant / Auditor

Investments

1 pooled fund· $0(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.