Original filing (PDF)20250722130307NAL0006085554001

SEPTEMBER HOUSE USA LLC

Name: SEPTEMBER HOUSE USA LLC — SEPTEMBER HOUSE USA LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: SEPTEMBER HOUSE USA LLC

Form 5500-SF

FILING_RECEIVED

SEPTEMBER HOUSE USA LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEPTEMBER HOUSE USA LLC.

Plan sponsor

Name

SEPTEMBER HOUSE USA LLC

EIN

14-1979885

Address

7064 SAMPEY ROAD · UNIT 5 · GROVELAND, FL · 34736

Phone

(352) 978-6761

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

MISSISSIPPI VALLEY ELECTRIC SUPPLIES, INC.

MISSISSIPPI VALLEY ELECTRIC SUPPLIES, INC. 401(K) PLAN

$2.5M · 14 participants

MARBLE SYSTEMS INC

MARBLE SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST

$2.5M · 89 participants

CALVERT LUMBER COMPANY

CALVERT LUMBER COMPANY PROFIT SHARING PLAN

$2.5M · 8 participants

POWERCO, INC.

POWERCO, INC. 401(K) PLAN

$2.5M · 50 participants

QUALITY OVERHEAD DOOR, INC.

QUALITY OVERHEAD DOOR 401(K) PLAN