Original filing (PDF)20250423095109NAL0005541617002

SUNCOAST EQUITY MANAGEMENT, LLC

Name: SUNCOAST EQUITY MANAGEMENT, LLC — SUNCOAST EQUITY MANAGEMENT INC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUNCOAST EQUITY MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

SUNCOAST EQUITY MANAGEMENT INC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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 SUNCOAST EQUITY MANAGEMENT, LLC.

Plan sponsor

Name

SUNCOAST EQUITY MANAGEMENT, LLC

EIN

47-4482326

Address

5550 EXECUTIVE DR #320 · TAMPA, FL · 33609

Phone

(813) 963-0502

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

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

Related plans

Similar-size Finance & Insurance plans

SHOREBRIDGE WEALTH MANAGEMENT

SHOREBRIDGE WEALTH MANAGEMENT 401(K) RETIREMENT PLAN

$4.6M · 13 participants

ALASKA PERMANENT CAPITAL MANAGEMENT

APCM CASH BALANCE PLAN

$4.6M · 25 participants

CASTANEA PARTNERS INC

CASTANEA PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST

$4.6M · 10 participants

TRINITYPOINT WEALTH

TRINITYPOINT WEALTH 401(K) PROFIT SHARING PLAN

$4.6M · 14 participants

INNOVATOR CAPITAL MANAGEMENT LLC

INNOVATOR CAPITAL MANAGEMENT LLC - 401(K)