Original filing (PDF)20230924120219NAL0006867809001

Atlantic Sun Financial Group

Name: Atlantic Sun Financial Group — Atlantic Sun, Form 5500 (2022)
Creator: Atlantic Sun Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atlantic Sun Financial Group 401(k)

401(k) retirement plan · Atlantic Sun Financial Group's Atlantic Sun Financial Group 401(k) filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Leslie Baker signed Atlantic Sun Financial Group's 2022 Form 5500 as plan administrator.

Leslie Baker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Atlantic Sun Financial Group's EIN is 27-4333542.

EIN 27-4333542

Plan number 001

Plan year 2022

ACK ID 20230924120219NAL0006867809001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Atlantic Sun Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Atlantic Sun Financial Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATLANTIC SUN FINANCIAL GROUP.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score