Original filing (PDF)20250722174714NAL0003532160001

BIRD KEY YACHT CLUB INC.

Name: BIRD KEY YACHT CLUB INC. — BIRD KEY YACHT CLUB 401(K) PLAN, Form 5500 (2024)
Creator: BIRD KEY YACHT CLUB INC.

Form 5500-SF

FILING_RECEIVED

BIRD KEY YACHT CLUB 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$293K

Net assets (EOY)

$293K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIRD KEY YACHT CLUB INC..

Plan sponsor

Name

BIRD KEY YACHT CLUB INC.

EIN

59-0906195

Address

301 BIRD KEY DRIVE · SARASOTA, FL · 34236

Phone

(941) 953-4455

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

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

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