How big is Kandy Sullivan's plan?

Kandy Sullivan's plan reported $1K in assets and 7 participants for 2024.

Original filing (PDF)20250723114346NAL0008518130001

Kandy Sullivan

Name: Kandy Sullivan — Middleton & Sullivan 401(k), Form 5500 (2024)
Creator: Kandy Sullivan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Middleton & Sullivan 401(k)

401(k) retirement plan · Kandy Sullivan's Middleton & Sullivan 401(k) held $1K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

People on this filing

Shirley Horner signed Kandy Sullivan's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kandy Sullivan's EIN is 33-0755621.

EIN 33-0755621

Plan number 001

Plan year 2024

ACK ID 20250723114346NAL0008518130001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kandy Sullivan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kandy Sullivan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off