Original filing (PDF)20250214063958NAL0040110320001

SORRELLI, INC.

Name: SORRELLI, INC. — SORRELLI, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SORRELLI, INC.

Form 5500-SF

FILING_RECEIVED

SORRELLI, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 SORRELLI, INC..

Plan sponsor

Name

SORRELLI, INC.

EIN

23-2609387

Address

125 W MAIN ST · KUTZTOWN, PA · 19530

Phone

(610) 683-9544

Industry

Wholesale Tradesee 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

2025-02-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

TENENBAUM'S JEWELRY, INC.

TENENBAUM'S JEWELRY, INC. PROFIT SHARING PLAN

$1.4M · 5 participants

DMEC ENTERPRISES, INC.

DMEC ENTERPRISES, INC. 401(K) AND PROFIT SHARING PLAN

$1.4M · 4 participants

PEARL, INC.

PEARL 401(K) PLAN

$1.4M · 113 participants

SILVER PALACE, INC.

SILVER PALACE, INC. CASH BALANCE PLAN

$1.4M · 13 participants

SOUTHEASTERN FINDINGS, INC.

SOUTHEASTERN FINDINGS, INC. 401(K) PLAN

$1.5M · 12 participants