Original filing (PDF)20240805091201NAL0000650403001

STAYING AFLOAT, LLC

Name: STAYING AFLOAT, LLC — STAYING AFLOAT EMPLOYEE PROFIT SHARING PLAN 401(K), Form 5500 (2023)
Creator: STAYING AFLOAT, LLC

Form 5500-SF

FILING_RECEIVED

STAYING AFLOAT EMPLOYEE PROFIT SHARING PLAN 401(K)

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$220K

Net assets (EOY)

$220K

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 STAYING AFLOAT, LLC.

Plan sponsor

Name

STAYING AFLOAT, LLC

EIN

47-4098146

Address

7724 BROOKNEAL HWY · GLADYS, VA · 24554

Phone

(201) 978-6060

Industry

Real Estatesee all

Plan administrator

Name

STAYING AFLOAT, LLC

EIN

47-4096958

City

GLAYDS, VA

Phone

(201) 978-6060

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-05

Pension benefit codes

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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