Original filing (PDF)20250412220854NAL0048771058051

DR. SAMANTHA WINTON, LLC

Name: DR. SAMANTHA WINTON, LLC — DR. SAMANTHA WINTON, LLC 401(K) PLAN, Form 5500 (2024)
Creator: DR. SAMANTHA WINTON, LLC

Form 5500-SF

FILING_RECEIVED

DR. SAMANTHA WINTON, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$377K

Net assets (EOY)

$377K

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 DR. SAMANTHA WINTON, LLC.

Plan sponsor

Name

DR. SAMANTHA WINTON, LLC

EIN

47-2509340

Address

2620 5TH AVE N · SAINT PETERSBURG, FL · 33713

Phone

(727) 490-8811

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

VALENCIA RELATIONSHIP INSTITUTE

VALENCIA RELATIONSHIP INSTITUTE 401(K) PLAN

$377K · 13 participants

UNITARIAN UNIVERSALIST HOUSE

UNITARIAN UNIVERSALIST HOUSE RETIREMENT PLAN

$378K · 5 participants

POINT OF HOPE INC

$378K · 95 participants

INTEGRITY, INC.

INTEGRITY, INC. RETIREMENT PLAN

$377K · 304 participants

BUILDING HOPE SUMMIT COUNTY

BUILDING HOPE SUMMIT COUNTY 403(B) PLAN

$378K · 4 participants