Original filing (PDF)20250609073729NAL0014032081001

SOULT WHOLESALE COMPANY

Name: SOULT WHOLESALE COMPANY — SOULT WHOLESALE COMPANY SALARY SAVINGS PLAN, Form 5500 (2024)
Creator: SOULT WHOLESALE COMPANY

Form 5500-SF

FILING_RECEIVED

SOULT WHOLESALE COMPANY SALARY SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 SOULT WHOLESALE COMPANY.

Plan sponsor

Name

SOULT WHOLESALE COMPANY

EIN

25-1119799

Address

405 LATIMER STREET · CLEARFIELD, PA · 16830

Phone

(814) 765-5591

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

A.H. BENNETT COMPANY

A.H. BENNETT COMPANY EMPLOYEES' 401(K) PLAN

$4.4M

MORGAN LUMBER COMPANY, INC.

MORGAN LUMBER 401(K) PLAN

$4.4M · 146 participants

R.R. USA INC.

R.R. USA INC. 401(K) PROFIT SHARING PLAN

$4.4M · 28 participants

MIDWEST CONSTRUCTION & DISTRIBUTION INDUSTRY BENEFIT TRUST

$4.4M · 102 participants

THE SOMERVILLE COMPANIES, INC.

THE SOMERVILLE COMPANIES, INC. 401(K) RETIREMENT PLAN