How big is Sully & SON Hydraulics, Inc.'s plan?

Sully & SON Hydraulics, Inc.'s plan reported $1.9M in assets and 10 participants for 2023.

Original filing (PDF)20250521103319NAL0001769665001

Sully & SON Hydraulics, Inc.

Name: Sully & SON Hydraulics, Inc. — Sully & SON, Form 5500 (2023)
Creator: Sully & SON Hydraulics, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sully & SON Hydraulics, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Sully & SON Hydraulics, Inc.'s Sully & SON Hydraulics, Inc. 401(k) Profit Sharing Plan held $1.9M in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Sully & SON Hydraulics, Inc.'s EIN is 95-3171075.

EIN 95-3171075

Plan number 001

Plan year 2023

ACK ID 20250521103319NAL0001769665001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sully & SON Hydraulics, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SULLY & SON HYDRAULICS, INC.

EIN

all filings

Address

2500 E. BRUNDAGE LANE · BAKERSFIELD, CA · 93307

Phone

(661) 322-2027

Industry

Manufacturing

Plan administrator