How big is Sally ANN Gupton's plan?

Sally ANN Gupton's plan reported $1.8M in assets and 17 participants for 2024.

Original filing (PDF)20250818145829NAL0002337568001

Sally ANN Gupton

Name: Sally ANN Gupton — Sally ANN Gupton 401(k) Profit, Form 5500 (2024)
Creator: Sally ANN Gupton
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sally ANN Gupton 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sally ANN Gupton's Sally ANN Gupton 401(k) Profit Sharing Plan & Trust held $1.8M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Sally a Gupton signed Sally ANN Gupton's 2024 Form 5500 as plan administrator.

Sally a Gupton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sally ANN Gupton's EIN is 23-2369463.

EIN 23-2369463

Plan number 001

Plan year 2024

ACK ID 20250818145829NAL0002337568001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sally ANN Gupton from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sally ANN Gupton's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off