Original filing (PDF)20250514132628NAL0019146033001

NEIL S. SULLIVAN ASSOCIATES, LTD.

Name: NEIL S. SULLIVAN ASSOCIATES, LTD. — NEIL S. SULLIVAN ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: NEIL S. SULLIVAN ASSOCIATES, LTD.

Form 5500-SF

FILING_RECEIVED

NEIL S. SULLIVAN ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 NEIL S. SULLIVAN ASSOCIATES, LTD..

Plan sponsor

Name

NEIL S. SULLIVAN ASSOCIATES, LTD.

EIN

22-1760973

Address

36 NORTH DAY STREET · PO BOX 259 · ORANGE, NJ · 07050

Phone

(973) 678-2155

Industry

Plumbing, Heating, AC Contractors· Constructionsee 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

2025-05-14

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

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

PLUMBING CONCEPTS, INC.

PLUMBING CONCEPTS, INC PROFIT SHARING & 401K PLAN

$2.5M · 144 participants

A.K.S. INTERNATIONAL INC.

A.K.S. INTERNATIONAL INC. PROFIT SHARING PLAN AND TRUST

$2.5M · 12 participants

AYERS MECHANICAL GROUP, LLC

AYERS MECHANICAL GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN

$2.5M · 41 participants

STATEWIDE CONTRACTING SERVICES, INC.

STATEWIDE CONTRACTING SERVICES, INC. 401(K) PLAN

$2.5M · 17 participants

BOCA VENTURES, LTD.