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SIKORSKI WEALTH MANAGEMENT GROUP, LTD — SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250725103617NAL0006517873001
SIKORSKI WEALTH MANAGEMENT GROUP, LTD
Form 5500-SF
FILING_RECEIVED
SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SIKORSKI WEALTH MANAGEMENT GROUP, LTD
.
Find decision makers
Plan sponsor
Name
SIKORSKI WEALTH MANAGEMENT GROUP, LTD
EIN
35-1944897
Address
203 E. JEFFERSON STREET · VALPARAISO, IN · 46383
Phone
(219) 548-3200
Industry
Finance & Insurance
see 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
2025-07-25
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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