Original filing (PDF)20250401131612NAL0004017747001

SALLAN NEMES LYMAN & STRAKOVITS CPAS PC

Name: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC — SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K PLAN AND TRUST, Form 5500 (2023)
Creator: SALLAN NEMES LYMAN & STRAKOVITS CPAS PC

Form 5500-SF

FILING_RECEIVED

SALLAN NEMES LYMAN & STRAKOVITS CPAS PC EMPLOYEES' 401K PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

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 SALLAN NEMES LYMAN & STRAKOVITS CPAS PC.

Plan sponsor

Name

SALLAN NEMES LYMAN & STRAKOVITS CPAS PC

EIN

38-1967897

Address

26050 ORCHARD LAKE ROAD, STE 100 · FARMINGTON HILLS, MI · 48334

Phone

(248) 615-9500

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-01

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2A · Age/service weighted or new comparability

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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