Original filing (PDF)20250423103937NAL0003758035001

SARKIS FINANCIAL CORPORATION

Name: SARKIS FINANCIAL CORPORATION — SARKIS FINANCIAL CORP. RETIREMENT PLAN, Form 5500 (2024)
Creator: SARKIS FINANCIAL CORPORATION

Form 5500-SF

FILING_RECEIVED

SARKIS FINANCIAL CORP. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 SARKIS FINANCIAL CORPORATION.

Plan sponsor

Name

SARKIS FINANCIAL CORPORATION

EIN

26-2955559

Address

45 ONTARIO STREET · CANANDAIGUA, NY · 14424

Phone

(585) 396-2720

Industry

Finance & Insurancesee 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

2025-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PARAGON OPERATIONS LLC

PARAGON OPERATIONS LLC 401(K) PLAN

$1.5M · 21 participants

TOWER VIEW INVESTMENTS

TOWER VIEW SAVINGS PLAN

$1.5M · 6 participants

ST. CLOUD CAPITAL III SBIC, LLC

ST. CLOUD CAPITAL III SBIC, LLC 401(K) PLAN

$1.5M · 6 participants

CLARITY FINANCIAL LLC

CLARITY FINANCIAL LLC 401(K) PLAN

$1.5M · 23 participants

CRC ORGANIZATION, INC.

CRC ORGANIZATION, INC. 401(K) PLAN

$1.5M · 4 participants