Original filing (PDF)20250118121356NAL0015812515001

SORENSON TRUST

Name: SORENSON TRUST — FORT MYERS 21 LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SORENSON TRUST

Form 5500-SF

FILING_RECEIVED

FORT MYERS 21 LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 SORENSON TRUST.

Plan sponsor

Name

SORENSON TRUST

EIN

59-1538107

Address

DBA FORT MYERS 21 · 16731 MCGREGOR BLVD STE 101 · FORT MYERS, FL · 339080000

Phone

(239) 466-4616

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-08-23

Filed

2025-01-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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