Original filing (PDF)20230924120219NAL0006867809001

ATLANTIC SUN FINANCIAL GROUP

Name: ATLANTIC SUN FINANCIAL GROUP — ATLANTIC SUN FINANCIAL GROUP 401(K), Form 5500 (2022)
Creator: ATLANTIC SUN FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

ATLANTIC SUN FINANCIAL GROUP 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 ATLANTIC SUN FINANCIAL GROUP.

Plan sponsor

Name

ATLANTIC SUN FINANCIAL GROUP

EIN

27-4333542

Address

P.O. BOX 250 · HOLDER, FL · 34445

Phone

(706) 244-4422

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-09-20

Filed

2023-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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