Original filing (PDF)20251008103623NAL0005413985001

ANTHEM LAKES LLC

Name: ANTHEM LAKES LLC — ANTHEM LAKES LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ANTHEM LAKES LLC

Form 5500-SF

FILING_RECEIVED

ANTHEM LAKES LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$123K

Net assets (EOY)

$123K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 ANTHEM LAKES LLC.

Plan sponsor

Name

ANTHEM LAKES LLC

EIN

47-1576969

Address

905 ASSISI LN · JACKSONVILLE, FL · 322332972

Phone

(904) 746-7220

Industry

Real Estatesee 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

2025-10-08

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

THE HELEN K. KIM FAMILY LLC

THE HELEN K. KIM FAMILY LLC 401(K) PLAN

$123K · 2 participants

TRIDENT INVESTMENT CORP.

TRIDENT INVESTMENT CORP 401(K) PROFIT SHARING PLAN AND TRUST

$123K · 32 participants

MVY MANAGEMENT INC.

$123K · 2 participants

STELLAR COMMUNITIES, L.L.C.

STELLAR FAMILY OF COMPANIES 401(K) PLAN

$123K · 103 participants

CHATAM MANAGEMENT CO INC.

CHATAM MANAGEMENT CO INC. 401(K) PROFIT SHARING PLAN