Original filing (PDF)20250407121129NAL0025315120001

BULKA AND SONS LLC

Name: BULKA AND SONS LLC — BULKA AND SONS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: BULKA AND SONS LLC

Form 5500-SF

FILING_RECEIVED

BULKA AND SONS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 33.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade B

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BULKA AND SONS LLC.

Plan sponsor

Name

BULKA AND SONS LLC

EIN

46-1745739

Address

465 EMINENCE RD · SUMMIT, NY · 121751710

Phone

(518) 287-1332

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-08-18

Filed

2025-04-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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$0 · 36 participants