· 2022–2024 · DOL EFAST2

TRI COUNTY YACHT AND MARINE SE — TRI COUNTY YACHT AND MARINE SE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)

Original filing (PDF)20230614102711NAL0022074131001

TRI COUNTY YACHT AND MARINE SE

Form 5500-SF

FILING_RECEIVED

TRI COUNTY YACHT AND MARINE SE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$32K

Net assets (EOY)

$32K

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

64

Vendor & structure

100

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRI COUNTY YACHT AND MARINE SE.

Plan sponsor

Name

TRI COUNTY YACHT AND MARINE SE

EIN

13-4262332all filings

Address

24 DOCKSIDE LANE # 57 · NORTH KEY LARGO, FL · 330375226

Phone

(305) 367-4343

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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