Original filing (PDF)20250512131506NAL0026850608001

STEVEN P FORD

Name: STEVEN P FORD — STEVEN P FORD STANDARDIZED PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STEVEN P FORD

Form 5500-SF

FILING_RECEIVED

STEVEN P FORD STANDARDIZED PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

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 STEVEN P FORD.

Plan sponsor

Name

STEVEN P FORD

EIN

22-2829848

Address

114 BEECHWOOD ROAD · SUMMIT, NJ · 079013476

Phone

(973) 701-6161

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-12

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

AKDO INTERTRADE, INC.

AKDO INTERTRADE, INC. 401(K) PROFIT SHARING PLAN

$7.1M · 74 participants

NEW CANAAN FUNDING MEZZANINE LLC

NEW CANAAN FUNDING MEZZANINE LLC 401(K) PLAN

$7.1M · 5 participants

JOHCM (USA) INC.

JOHCM (USA) INC 401(K) PLAN

$7.2M · 40 participants

JOEL D. MATTHEWS, MBA, CHFC(R), CRPC(R), CLU(R), APMA(R), AWMA(R)

JOEL D. MATTHEWS 401(K) PROFIT SHARING PLAN

$7.2M · 6 participants

PT ASSET MANAGEMENT, LLC

PTAM RETIREMENT PLAN