Original filing (PDF)20230731185936NAL0034225426001

THE COTTAGES ON THE KEY INC.

Name: THE COTTAGES ON THE KEY INC. — THE COTTAGES ON THE KEY INC. 401(K) PLAN, Form 5500 (2022)
Creator: THE COTTAGES ON THE KEY INC.

Form 5500-SF

FILING_RECEIVED

THE COTTAGES ON THE KEY INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 36.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 36.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE COTTAGES ON THE KEY INC..

Plan sponsor

Name

THE COTTAGES ON THE KEY INC.

EIN

46-2755772

Address

5011 OCEAN BLVD · STE 303 · SIESTA KEY, FL · 34242

Phone

(941) 504-8297

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2019-01-01

Tax period

2019-08-31

Filed

2023-07-31

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 Real Estate plans

ORONOQUE VILLAGE CONDOMINIUM ASSOCIATION, INC.

ORONOQUE VILLAGE CONDOMINIUM ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST

853 EMPIRE BOULEVARD ASSOCIATE

853 EMPIRE BOULEVARD ASSOCIATE 401(K) PROFIT SHARING PLAN & TRUST

$0 · 4 participants

STERLING STREET ASSOCIATES LLC

STERLING STREET ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST

$0 · 4 participants

MONTGOMERY AVE REALTY ASSOCIAT

MONTGOMERY AVE REALTY ASSOCIAT 401(K) PROFIT SHARING PLAN & TRUST

$0 · 3 participants