Original filing (PDF)20250425093736NAL0014327760001

SHEPHARDS BEACH RESORT, INC.

Name: SHEPHARDS BEACH RESORT, INC. — SHEPHARD'S BEACH RESORT, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SHEPHARDS BEACH RESORT, INC.

Form 5500-SF

FILING_RECEIVED

SHEPHARD'S BEACH RESORT, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$412K

Net assets (EOY)

$412K

Plan health score

/ 100

Grade B

Above-average plan

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 SHEPHARDS BEACH RESORT, INC..

Plan sponsor

Name

SHEPHARDS BEACH RESORT, INC.

EIN

59-1950743

Address

619 S GULFVIEW BLVD · CLEARWATER, FL · 33767

Phone

(727) 442-5107

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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