How big is Sales Engineering Inc.'s plan?

Sales Engineering Inc.'s plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250602115521NAL0006541747001

Sales Engineering Inc.

Name: Sales Engineering Inc. — Sales Engineering Inc., Form 5500 (2024)
Creator: Sales Engineering Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sales Engineering Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sales Engineering Inc.'s Sales Engineering Inc. 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Terri Klochko signed Sales Engineering Inc.'s 2024 Form 5500 as plan administrator.

Terri Klochko — 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

Sales Engineering Inc.'s EIN is 38-2547716.

EIN 38-2547716

Plan number 001

Plan year 2024

ACK ID 20250602115521NAL0006541747001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sales Engineering Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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