How big is Celcuity Inc.'s plan?

Celcuity Inc.'s plan reported $4.0M in assets and 89 participants for 2024.

Original filing (PDF)20250728152217NAL0002275873001

Celcuity Inc.

Name: Celcuity Inc. — Celcuity Inc. 401(k) Plan, Form 5500 (2024)
Creator: Celcuity Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Celcuity Inc. 401(k) Plan

401(k) retirement plan · Celcuity Inc.'s Celcuity Inc. 401(k) Plan held $4.0M in plan assets for 89 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

TARA Evans, for TAG Resources signed Celcuity Inc.'s 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Celcuity Inc.'s EIN is 82-2863566.

EIN 82-2863566

Plan number 001

Plan year 2024

ACK ID 20250728152217NAL0002275873001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CELCUITY INC.

EIN

all filings

Address

16305 36TH AVE N · SUITE 450 · MINNEAPOLIS, MN · 55446

Phone

(763) 473-0341

Industry

Professional & Technical Services

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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