How big is Sever Storey, LLP's plan?

Sever Storey, LLP's plan reported $1.1M in assets and 6 participants for 2023.

Original filing (PDF)20240627133547NAL0011251489001

Sever Storey, LLP

Name: Sever Storey, LLP — Sever Storey, LLP 401(k) Profit, Form 5500 (2023)
Creator: Sever Storey, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sever Storey, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Sever Storey, LLP's Sever Storey, LLP 401(k) Profit Sharing Plan held $1.1M in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Sever Storey, LLP's EIN is 26-1467607.

EIN 26-1467607

Plan number 001

Plan year 2023

ACK ID 20240627133547NAL0011251489001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sever Storey, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sever Storey, LLP's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEVER STOREY, LLP.

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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

Helping the score