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PEAK SWIRLES & CAVALLITO PROPERTIES — PEAK SWIRLES & CAVALLITO PROPERTIES, LLC PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251215155120NAL0003790274001
PEAK SWIRLES & CAVALLITO PROPERTIES
Form 5500-SF
FILING_RECEIVED
PEAK SWIRLES & CAVALLITO PROPERTIES, LLC PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 1.0 mo
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
88
/ 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
96
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PEAK SWIRLES & CAVALLITO PROPERTIES
.
Find decision makers
Plan sponsor
Name
PEAK SWIRLES & CAVALLITO PROPERTIES
EIN
56-1802519
Address
5102 DURHAM CHAPEL HILL BLVD · DURHAM, NC · 27707
Phone
(919) 419-1234
Industry
Real Estate
see all
Plan administrator
Name
PEAK SWIRLES & CAVALLITO PROPERTIES
EIN
56-1802519
City
DURHAM, NC
Phone
(919) 419-1234
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
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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100
Knocking points off
Filed 1.0 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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