Original filing (PDF)20251014155126NAL0006748914001

SYKES & COMPANY, P.A

Name: SYKES & COMPANY, P.A — SYKES & COMPANY, P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SYKES & COMPANY, P.A

Form 5500-SF

FILING_RECEIVED

SYKES & COMPANY, P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 10.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYKES & COMPANY, P.A.

Plan sponsor

Name

SYKES & COMPANY, P.A

EIN

56-1491664

Address

401 EAST CHURCH STREET · THIRD FLOOR · EDENTON, NC · 27932

Phone

(252) 482-7644

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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