How big is Sarkeys Foundation's plan?

Sarkeys Foundation's plan reported $1.7M in assets and 8 participants for 2024.

Original filing (PDF)20250813173452NAL0026012514001

Sarkeys Foundation

Name: Sarkeys Foundation — Sarkeys Foundation Tax Shelter, Form 5500 (2024)
Creator: Sarkeys Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sarkeys Foundation Tax Shelter Annuity Plan

401(k) retirement plan · Sarkeys Foundation's Sarkeys Foundation Tax Shelter Annuity Plan held $1.7M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Kimberley Henry signed Sarkeys Foundation's 2024 Form 5500 as plan administrator.

Kimberley Henry — 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

Sarkeys Foundation's EIN is 73-0736496.

EIN 73-0736496

Plan number 001

Plan year 2024

ACK ID 20250813173452NAL0026012514001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sarkeys Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a 401(k) feature.

Decision-maker contacts

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

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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