· 2022–2024 · DOL EFAST2

SUN & SURF BEACH SHOP INC — SUN & SURF BEACH SHOP INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250508134726NAL0012301521001

SUN & SURF BEACH SHOP INC

Form 5500-SF

FILING_RECEIVED

SUN & SURF BEACH SHOP INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

14

Accounts w/ balance

7

Plan assets (EOY)

$363K

Net assets (EOY)

$363K

Plan health score

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

58

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUN & SURF BEACH SHOP INC.

Plan sponsor

Name

SUN & SURF BEACH SHOP INC

EIN

59-2231203

Address

5418 MARINA DR · HOLMES BEACH, FL · 342171763

Phone

(941) 778-2169

Industry

All Other Professional Services· Professional & Technical 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

2025-05-08

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

Related plans

Similar-size All Other Professional Services plans

TRIPLE BOTTOM LINE CONSTRUCTIO

TRIPLE BOTTOM LINE CONSTRUCTIO 401(K) PROFIT SHARING PLAN & TRUST

$363K · 16 participants

CBSA DESIGNS INC

CBSA DESIGNS INC 401(K) PROFIT SHARING PLAN & TRUST

$363K · 7 participants

PARALLEL FUTURES INTERNATIONAL LLC

PARALLEL FUTURES INTERNATIONAL LLC 401(K) PLAN

$363K · 4 participants

ANTHONY A LAMBOTT

ANTHONY A LAMBOTT 401(K) PROFIT SHARING PLAN & TRUST

$363K · 6 participants

SUNCITY SERVICES, LLC

SUNCITY ADVISING 401(K) PLAN