Original filing (PDF)20250730090935NAL0004426481001

SWEENEY & NEARY, LLP

Name: SWEENEY & NEARY, LLP — SWEENEY & NEARY, LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SWEENEY & NEARY, LLP

Form 5500-SF

FILING_RECEIVED

SWEENEY & NEARY, LLP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 SWEENEY & NEARY, LLP.

Plan sponsor

Name

SWEENEY & NEARY, LLP

EIN

23-2874986

Address

200 N. JACKSON STREET · MEDIA, PA · 190632807

Phone

(610) 892-7500

Industry

Law Offices· 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

2025-07-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

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