Original filing (PDF)20251009094716NAL0010695792001

BEACH AND SURF GROUP

Name: BEACH AND SURF GROUP — BEACH AND SURF GROUP 401(K) PLAN, Form 5500 (2024)
Creator: BEACH AND SURF GROUP

Form 5500-SF

FILING_RECEIVED

BEACH AND SURF GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$363K

Net assets (EOY)

$361K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th 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 BEACH AND SURF GROUP.

Plan sponsor

Name

BEACH AND SURF GROUP

EIN

47-1058671

Address

5221 MONROE STREET · TOLEDO, OH · 43623

Phone

(419) 265-9170

Industry

Accommodation & Food Servicessee 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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

AZTECA MARKET NAPA VALLEY INC.

AZTECA MARKET NAPA VALLEY INC. AND AZTECA MARKET & TAQUERIA 401(K) PROFIT SHARING PLAN

$362K · 38 participants

BJH HOSPITALITY GROUP, INC

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

$362K · 55 participants

TOM & JIMMIES, INC.

TOM AND JIMMY'S 401(K) PLAN

$363K · 20 participants

POMPEO, INC.

POMPEO 401(K) PLAN

$362K · 11 participants

FIRST PEAK, INC.

PLEASURE PIZZA 401(K) PLAN

$361K · 26 participants