Original filing (PDF)20250714145154NAL0000769363001

STUART MARTIN COUNTY CHAMBER OF COMMERCE, INC.

Name: STUART MARTIN COUNTY CHAMBER OF COMMERCE, INC. — STUART MARTIN COUNTY CHAMBER OF COMMERCE 401 (K) PLAN, Form 5500 (2023)
Creator: STUART MARTIN COUNTY CHAMBER OF COMMERCE, INC.

Form 5500-SF

FILING_RECEIVED

STUART MARTIN COUNTY CHAMBER OF COMMERCE 401 (K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 STUART MARTIN COUNTY CHAMBER OF COMMERCE, INC..

Plan sponsor

Name

STUART MARTIN COUNTY CHAMBER OF COMMERCE, INC.

EIN

59-0684483

Address

1650 SOUTH KANNER HIGHWAY · STUART, FL · 34994

Phone

(772) 287-1088

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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