· 2022–2024 · DOL EFAST2

THE SOUTHAMPTON ANIMAL SHELTER — THE SOUTHAMPTON ANIMAL SHELTER FOUNDATION, INC 401K PLAN, Form 5500 (2024)

Original filing (PDF)20251003095104NAL0003127730001

THE SOUTHAMPTON ANIMAL SHELTER

Form 5500-SF

FILING_RECEIVED

THE SOUTHAMPTON ANIMAL SHELTER FOUNDATION, INC 401K PLAN

401(k) retirement plan

Active participants

27

Accounts w/ balance

4

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

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

36

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

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 THE SOUTHAMPTON ANIMAL SHELTER.

Plan sponsor

Name

THE SOUTHAMPTON ANIMAL SHELTER

EIN

27-1019073all filings

Address

PO BOX 696 · HAMPTON BAYS, NY · 11946

Phone

(631) 728-7387

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

PAMPERED PETS GROUP LLC

PAMPERED PETS GROUP 401(K) PLAN

$66K · 9 participants

CHRISTYS WOLF PACK LLC

CHRISTY'S WOLF PACK LLC 401(K) AND PROFIT SHARING PLAN

$65K · 40 participants

BLOOMFIELD PET CARE, LLC

BLOOMFIELD PET CARE, LLC 401(K) PLAN

$66K · 11 participants

DOGSPOT LLC 401(K) PLAN

$65K · 6 participants

ZZ VETERINARY CORP APC

CROSSROADS ANIMAL HOSPITAL 401(K) PLAN

$66K · 7 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.