Original filing (PDF)20250702173934NAL0013985201001

WM. F. COMLY & SON, INC.

Name: WM. F. COMLY & SON, INC. — WM. F. COMLY & SON, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WM. F. COMLY & SON, INC.

Form 5500-SF

FILING_RECEIVED

WM. F. COMLY & SON, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

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 WM. F. COMLY & SON, INC..

Plan sponsor

Name

WM. F. COMLY & SON, INC.

EIN

23-2030222

Address

1746 WINCHESTER ROAD · BENSALEM, PA · 19020

Phone

(215) 634-2500

Industry

All Other Professional Services· 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

2025-07-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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 All Other Professional Services plans

KOH YOUNG AMERICA INC

KOH YOUNG AMERICA 401(K) PROFIT SHARING PLAN & TRUST

$7.9M · 55 participants

PILIPUF, GRIST AND ASSOCIATES, INC.

PILIPUF, GRIST & ASSOCIATES 401(K) PLAN

$7.9M · 39 participants

ASI ADVISORS, INC.

ASI ADVISORS, INC. 401(K) PLAN

$7.9M · 11 participants

FAMILIES AND COMMUNITIES RISIN

FAMILIES AND COMMUNITIES RISIN 401(K) PROFIT SHARING PLAN & TRUST

$7.9M · 157 participants

GODDARD TECHNOLOGIES, INC.

GODDARD TECHNOLOGIES, INC. 401(K) PLAN